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Home > Retirement Planners > california > beverly hills > O'BOYLE WEALTH MANAGEMENT, INC.
O'BOYLE WEALTH MANAGEMENT, INC.
9701 Wilshire Boulevard
10th Floor
Beverly Hills, California 90212
Tel: 310-601-7075
About O'BOYLE WEALTH MANAGEMENT, INC.
O'BOYLE WEALTH MANAGEMENT, INC, formally registered with the SEC as O'BOYLE WEALTH MANAGEMENT, INC. The firm was established in 05/09/2018. They have over 2 offices throughout the country.
O'BOYLE WEALTH MANAGEMENT, INC. is a Beverly Hills, California based Financial Planning firm with nearly $312,441,783 assets under management, offering retirement planning & investment advisory services to 1417 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 292849 |
| SEC# | 801-113180 |
| Assets Managed by Firm | $312,441,783 |
| No. of Clients | 1417 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1417 | $312,441,783 |
| Individuals (other than high net worth individuals) | 205 | $42,289,313 |
| High net worth individuals | 160 | $270,152,470 |
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