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MEDINA VALUE PARTNERS, LLC
MEDINA VALUE PARTNERS, LLC
LOS ANGELES, California
·
3 registered advisors
·
CRD# 155192
SEC# 801-121005
0
(310) 979-6900
01
Firm Overview
AUM
$342M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at MEDINA VALUE PARTNERS, LLC
3 registered advisors
Andrew Harris Rosenthal
LOS ANGELES, California
CRD# 4494752
Jaiveer Singh
LOS ANGELES, California
CRD# 5003488
Kristofer Lee Medina
LOS ANGELES, California
CRD# 4813684
05
Office Locations
LOS ANGELES, California
3 advisors
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Data sourced from SEC Form ADV filings. MEDINA VALUE PARTNERS, LLC (CRD# 155192) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.