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WILLNER & HELLER LLC
15760 Ventura Blvd
Suite 2026
Encino, California 91436
Tel: 818-501-7590
About WILLNER & HELLER LLC
WILLNER & HELLER LLC, formally registered with the SEC as WILLNER & HELLER LLC. The firm was established in 03/19/2018. They have over 1 offices throughout the country.
WILLNER & HELLER LLC is a Encino, California based Financial Planning firm with nearly $163,962,199 assets under management, offering retirement planning & investment advisory services to 411 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 135406 |
| SEC# | 801-112631 |
| Assets Managed by Firm | $163,962,199 |
| No. of Clients | 411 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 411 | $163,962,199 |
| Individuals (other than high net worth individuals) | 84 | $16,215,542 |
| High net worth individuals | 66 | $143,969,004 |
| Pension and profit sharing plans | 3 | $3,183,219 |
| Charitable organizations | 1 | $594,434 |
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