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Margherita Loretta Dimanni

BROADSHORE CAPITAL PARTNERS, LLC·LOS ANGELES, California
Clean recordBROADSHORE CAPITAL PARTNERS, LLC
11755 WILSHIRE BLVD., LOS ANGELES, CA 90025CRD# 6050252Firm CRD# 119200

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Margherita Loretta Dimanni · LOS ANGELES, CA
Registration
CRD #6050252 · BROADSHORE CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Margherita Loretta Dimanni is a registered financial advisor based in LOS ANGELES, California, affiliated with BROADSHORE CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
BROADSHORE CAPITAL PARTNERS, LLC
BROADSHORE CAPITAL PARTNERS, LLC
AUM
$1.2B
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at BROADSHORE CAPITAL PARTNERS, LLC →
Services
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ACQUISITION & DISPOSITION FEES: ALL FEES SEPARATELY NEGOTIATED.
Regulatory
SEC/IARD CRD# 6050252
Firm CRD# 119200
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Margherita Loretta Dimanni offer?
Margherita Loretta Dimanni specializes in Wealth Management. Contact their office in LOS ANGELES, California for a consultation.
What are Margherita Loretta Dimanni's credentials?
Margherita Loretta Dimanni is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margherita Loretta Dimanni located?
Margherita Loretta Dimanni is based in LOS ANGELES, California, working with BROADSHORE CAPITAL PARTNERS, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Margherita Loretta Dimanni charge for services?
Margherita Loretta Dimanni's firm is compensated through percentage of aum, performance-based fees, other: acquisition & disposition fees: all fees separately negotiated.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROADSHORE CAPITAL PARTNERS, LLC?
BROADSHORE CAPITAL PARTNERS, LLC has approximately 24 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BROADSHORE CAPITAL PARTNERS, LLC

John Michael Demarco
LOS ANGELES, CA
William Monroe Cockrum
LOS ANGELES, CA
Robert Nmn Locascio
LOS ANGELES, CA
Russell Dean Munn
LOS ANGELES, CA
Thomas Patrick Lydon
LOS ANGELES, CA
Bleecker Provoost Seaman
LOS ANGELES, CA

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Research
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