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Home > Retirement Planners > california > pacific palisades > ESSENTIAL PARTNERS LLC
ESSENTIAL PARTNERS LLC
15332 Antioch Street, #330
Pacific Palisades, California 90272
Tel: 213-878-0074
About ESSENTIAL PARTNERS LLC
ESSENTIAL PARTNERS LLC, formally registered with the SEC as ESSENTIAL PARTNERS LLC. The firm was established in 08/03/2022. They have over 1 offices throughout the country.
ESSENTIAL PARTNERS LLC is a Pacific Palisades, California based Financial Planning firm with nearly $224,734,000 assets under management, offering retirement planning & investment advisory services to 33 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315959 |
| SEC# | 801-126327 |
| Assets Managed by Firm | $224,734,000 |
| No. of Clients | 33 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 33 | $224,734,000 |
| High net worth individuals | 30 | $203,134,000 |
| Charitable organizations | 1 | $5,848,000 |
| Corporations or other businesses | 2 | $15,752,000 |
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