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SHRIER WEALTH MANAGEMENT, LLC
SHRIER WEALTH MANAGEMENT, LLC
LOS ANGELES, California
·
2 registered advisors
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CRD# 332673
SEC# 801-131769
0
310-201-0200
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SHRIER WEALTH MANAGEMENT, LLC
2 registered advisors
Lindsay Shrier Bourkoff
LOS ANGELES, California
CRD# 4711297
Zachary Loren Shrier
LOS ANGELES, California
CRD# 4697066
05
Office Locations
LOS ANGELES, California
2 advisors
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Data sourced from SEC Form ADV filings. SHRIER WEALTH MANAGEMENT, LLC (CRD# 332673) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.