HIGHLINE WEALTH PARTNERS

15260 Ventura Blvd., Suite 855
Sherman Oaks, California 91403
Tel: 818-340-0157

About HIGHLINE WEALTH PARTNERS

HIGHLINE WEALTH PARTNERS, formally registered with the SEC as HIGHLINE WEALTH PARTNERS. The firm was established in 09/06/2016. They have over 1 offices throughout the country.

HIGHLINE WEALTH PARTNERS is a Sherman Oaks, California based Financial Planning firm with nearly $665,649,057 assets under management, offering retirement planning & investment advisory services to 832 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284712
SEC#	801-108350
Assets Managed by Firm	$665,649,057
No. of Clients	832
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	832	$665,649,057
Individuals (other than high net worth individuals)	220	$104,648,853
High net worth individuals	77	$424,511,031
Pension and profit sharing plans	32	$103,759,929
Charitable organizations	5	$31,734,312
Corporations or other businesses	6	$994,932

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