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

Tarzana, CA

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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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Other Business Activities

Romello is an NBA agent and a business manager for Antimatter. Neither firm is investment-related.

Employment History
Current Registrations
Manhattan West Asset Management, LLC
March 2024 - Present · 1 yr 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Romello Crowell - Financial Advisor | TrueAdvisor