Top financial advisors in Redondo Beach, CA
We’ve curated a list of the best financial advisors in Redondo Beach, take a look at it below
Find an advisor in Redondo Beach# | Financial advisor | Assets under management | Number of advisors | |
---|---|---|---|---|
1 | $694,752,715 | 4 advisors | ||
2 | $210,451,068 | 5 advisors | ||
3 | $188,160,451 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Redondo Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Redondo Beach. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Beryl Capital Management, LLC
Beryl Capital Management, LLC is a financial advisory firm based in Redondo Beach, California. It currently has approximately $694,752,715 of assets under management and employs about 4 people. Beryl Capital Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$694,752,715
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-110252
Services offered
Portfolio Management For Pooled Investment Vehicles
Rosenwald Capital Management, Inc.
Rosenwald Capital Management, Inc. is a financial advisory firm based in Redondo Beach, California. It currently has approximately $210,451,068 of assets under management and employs about 5 people. Rosenwald Capital Management, Inc. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$210,451,068
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-112520
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Wedgewood Asset Management, LLC
Wedgewood Asset Management, LLC is a financial advisory firm based in Redondo Beach, California. It currently has approximately $188,160,451 of assets under management and employs about 3 people. Wedgewood Asset Management, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$188,160,451
Headcount
3 advisors
Fee structure
A percentage of assets under your management
SEC number
801-124744
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profileMeet the advisor
2015 Manhattan Beach Blvd,
Suite 220,
Redondo Beach,
California,
90278
Your first meeting is free.