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Cyrus Mcdonald Amini

CHARLESWORTH & RUGG, INC.·SHERMAN OAKS, California
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15260 VENTURA BLVD., SUITE 855, SHERMAN OAKS, CA 91403CRD# 5216207Firm CRD# 284712
01

About

Cyrus Mcdonald Amini is a registered financial advisor based in SHERMAN OAKS, California, affiliated with CHARLESWORTH & RUGG, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
HIGHLINE WEALTH PARTNERS, LLC
HIGHLINE WEALTH PARTNERS
AUM
$494M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at HIGHLINE WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5216207
Firm CRD# 284712
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cyrus Mcdonald Amini offer?
Cyrus Mcdonald Amini specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHERMAN OAKS, California for a consultation.
What are Cyrus Mcdonald Amini's credentials?
Cyrus Mcdonald Amini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cyrus Mcdonald Amini located?
Cyrus Mcdonald Amini is based in SHERMAN OAKS, California, working with CHARLESWORTH & RUGG, INC.. Their office serves clients in the SHERMAN OAKS metropolitan area and surrounding communities.
How does Cyrus Mcdonald Amini charge for services?
Cyrus Mcdonald Amini's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARLESWORTH & RUGG, INC.?
CHARLESWORTH & RUGG, INC. has approximately 13 employees and manages $494M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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