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MANHATTAN WEST ASSET MANAGEMENT, LLC
MANHATTAN WEST ASSET MANAGEMENT, LLC
LOS ANGELES, California
·
2 registered advisors
·
CRD# 283630
SEC# 801-107862
0
310-341-4585
01
Firm Overview
AUM
$1.0B
Regulatory assets under management
Employees
34
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at MANHATTAN WEST ASSET MANAGEMENT, LLC
2 registered advisors
Kate Elizabeth Kurz
LOS ANGELES, California
CRD# 4594608
Lorenzo Daniel Esparza
LOS ANGELES, California
CRD# 5387378
05
Office Locations
LOS ANGELES, California
2 advisors
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Data sourced from SEC Form ADV filings. MANHATTAN WEST ASSET MANAGEMENT, LLC (CRD# 283630) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.