LE
LE

Lorenzo Daniel Esparza

18 Years of Experience
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
Loading...

Location

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

Get directions

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.

Learn about disclosures →
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
May 2009 - December 2011 · 2 yrs 7 mos
RBC Capital Markets, LLCBroker
May 2009 - December 2011 · 2 yrs 7 mos
Sanford C. Bernstein & CO., LLCBroker
October 2007 - May 2009 · 1 yr 7 mos
Alliancebernstein L.P.
September 2007 - May 2009 · 1 yr 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.