WEDBUSH ASSET MANAGEMENT, LLC is a well-known financial services firm that specializes in providing personalized investment management solutions to individuals and institutions. Founded in 1996 and headquartered in Los Angeles, California, WEDBUSH ASSET MANAGEMENT offers a wide range of financial services to help clients achieve their investment goals.
How does the advisor help clients – Key Takeaways:
Here are some key takeaways on how WEDBUSH ASSET MANAGEMENT, LLC helps its clients:
- Provides personalized investment management solutions tailored to individual goals and risk tolerance.
- Offers a wide range of financial services, including portfolio management, financial planning, and retirement planning.
- Utilizes a team-based approach, with experienced financial advisors collaborating to provide the best strategies for clients.
- Uses advanced technology and tools to stay up to date on market trends and make informed investment decisions.
Facts and Insights:
WEDBUSH ASSET MANAGEMENT, LLC has a strong reputation in the financial services industry and has been recognized for its expertise and track record. Here are some facts and insights about the company:
- Assets under management (AUM) as of 2020: $5.8 billion
- Number of advisors: 57
- Time in business: 25 years
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management ($ in billions) | Number of Advisors |
|---|---|---|
| 2020 | $5.8 | 57 |
| 2019 | $5.5 | 55 |
| 2018 | $5.2 | 52 |
| 2017 | $4.8 | 47 |
| 2016 | $4.3 | 44 |
Financial Services Offered:
WEDBUSH ASSET MANAGEMENT, LLC offers a comprehensive range of financial services to help clients achieve their investment goals. Some of the services include:
- Portfolio management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Asset allocation
- Risk management
- Investment research and analysis
Client Types:
WEDBUSH ASSET MANAGEMENT, LLC caters to a diverse set of clients, including:
- Individual investors
- Corporate clients
- Institutional investors
- Non-profit organizations
- High-net-worth individuals
Fees & Compensation:
WEDBUSH ASSET MANAGEMENT, LLC follows a fee-based compensation structure, which means that the firm charges fees based on a percentage of the client’s assets under management. This fee covers all the services provided by the firm and is typically lower than the commissions charged by traditional brokerages. The exact fee structure may vary depending on the client’s specific investment needs and goals.
Background:
WEDBUSH ASSET MANAGEMENT, LLC was founded in 1996 by its current CEO, Edward P. Wedbush. Since then, the firm has grown to become one of the leading investment management firms in the country. The company has a team of experienced financial advisors who work together to provide personalized solutions to clients and ensure their success.
Financial Advisor Disclosures to Know:
WEDBUSH ASSET MANAGEMENT, LLC is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). This means that the firm is legally bound to act in the best interest of its clients and must disclose any conflicts