Top financial advisors in Rolling Hills Est, CA
We’ve curated a list of the best financial advisors in Rolling Hills Est, take a look at it below
Find an advisor in Rolling Hills Est| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $84,092,424 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Rolling Hills Est, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rolling Hills Est. 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.
Royal Palms Capital, LLC
Royal Palms Capital, LLC is a financial advisory firm based in Rolling Hills Est., California. It currently has approximately $84,092,424 of assets under management and employs about 1 people. Royal Palms Capital, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and third party managers.
Assets under management
$84,092,424
Headcount
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
THIRD PARTY MANAGERS
SEC number
801-64231
Services offered
Portfolio Management For Individuals And/or Small Businesses
See full profileMeet the advisor
655 Deep Valley Drive,
Suite 260,
Rolling Hills Est.,
California,
90274
Your first meeting is free.