Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
384 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$3M
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Location

1999 Avenue of the Stars, Suite 2500, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Manhattan West Asset Management, LLC
June 2016 - Present · 9 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLC
December 2011 - June 2016 · 4 yrs 6 mos
J.P. Morgan Securities LLCBroker
December 2011 - June 2016 · 4 yrs 6 mos
RBC Capital Markets, LLC
June 2009 - December 2011 · 2 yrs 6 mos
RBC Capital Markets, LLCBroker
June 2009 - December 2011 · 2 yrs 6 mos
Deutsche Bank Securities INC.
March 2008 - June 2009 · 1 yr 3 mos
Deutsche Bank Securities INC.Broker
June 2005 - June 2009 · 4 yrs
Banc of America Investment Services, INC.Broker
April 2004 - June 2005 · 1 yr 2 mos
Lehman Brothers INC.Broker
November 2002 - March 2004 · 1 yr 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.