AB
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Ana Blumberg-Markus
20 Years of Experience
Beverly Hills, CA
1 Disclosure
Ana Blumberg-Markus is a registered investment advisor at Beverly Hills Capital Management LLC, based in Beverly Hills, CA, with 20 years of industry experience. Ana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 41 clients with $17M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
41 clients
Average Client Portfolio
$413K average
Assets Under Management
$16.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Beverly Hills, CA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 1998Settled
Other Business Activities
Ana is a sculptor and may sell pieces irregularly. This artistic activity takes about 10-20% of her time and is not investment related.
Employment History
Current Registrations
Beverly Hills Capital Management LLC
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Beverly Hills Capital Management, LLC
January 2009 - August 2011 · 2 yrs 7 mos
Delta Global Asset Management
May 2007 - September 2012 · 5 yrs 4 mos
Leumi Investment Services INC.
December 2003 - March 2005 · 1 yr 3 mos
RBC Dain Rauscher INC.
May 2002 - December 2002 · 7 mos
State Registrations1 state
CA
Advisor
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Exams
No exam information available for this advisor.