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Top Financial Advisors In West Hollywood, CA

Sunflower Capital Investment Management LLC is a reputable financial firm known for its expert investment management services. With over 10 years of experience in the industry, their team of qualified professionals works closely with clients to develop customized strategies that help them achieve their financial goals and secure their future. The firm has a track record of managing assets worth $500 million and boasts a team of 10+ advisors. They offer a wide range of financial services, including retirement and estate planning, tax planning, and insurance planning. The firm caters to individuals, families, and businesses, and their fees are based on the client's assets under management, ensuring that their interests are always aligned with the clients. The team at Sunflower Capital is highly qualified, registered with the SEC, and committed to transparency and disclosure. Clients can trust that they are working with a firm that prioritizes ethical practices.
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Donnelly Investments is a financial advisory firm that offers expert guidance and personalized strategies to help clients achieve their financial goals. With over 20 years in the business, a team of experienced advisors, and a comprehensive range of financial services, Donnelly Investments is a trusted partner for wealth building and protection. They have over $500 million in assets under management and a team of 10 advisors with expertise in market trends and insights.

Donnelly Investments serves a diverse range of clients, including individuals, families, and businesses, and tailors their services to meet the specific needs and goals of each client. As a fee-based advisory firm, they have a transparent fee structure and a clear disclosure policy to maintain transparency and openness with their clients. The firm was founded by John Donnelly, a Certified Financial Planner with over 30 years of experience in the industry, and his passion and dedication to his clients have built the foundation for the success and reputation of Donnelly Investments.

SLOPE FUND GP, LLC is a highly reputable asset management firm that has been in business for over 15 years, managing a portfolio of over $400 million. The firm boasts a team of experienced advisors who offer customized financial services to help clients achieve their financial goals. These services include investment management, wealth planning, tax planning, retirement planning, and more. SLOPE FUND GP, LLC caters to a diverse client base that includes high net worth individuals, families, and institutions. The firm prides itself on transparency and aligning their interests with those of their clients. This is evident in their fee structure, where clients are charged an advisory fee based on their assets under management. Additionally, the firm does not receive any third-party compensation, ensuring no conflicts of interest. The team at SLOPE FUND GP, LLC is comprised of experienced financial experts with diverse backgrounds and specialties. They prioritize transparency and disclose any potential conflicts of interest to their clients. Furthermore, the firm and its advisors have a clean disciplinary record with no disciplinary actions taken against them. Overall, SLOPE FUND GP, LLC is a reliable and trustworthy partner for individuals and institutions looking to achieve their financial goals.
ALPHATRAI IM, LLC is a leading financial services firm that specializes in providing expert investment advice to its clients. Founded in 2010, the company has established itself as a trusted partner for businesses and individuals seeking to grow their wealth through strategic investments. Headquartered in New York City, ALPHATRAI IM has a team of highly experienced financial experts who are dedicated to delivering tailor-made solutions to meet the unique needs of each client. Over the years, ALPHATRAI IM has demonstrated a strong track record of success, with an average annual return of 10% for its clients' portfolios. With a diverse range of investment strategies and a deep understanding of various markets, the company has consistently outperformed its competitors and delivered above-market returns for its clients. One key factor that sets ALPHATRAI IM apart is its commitment to delivering personalized and transparent services to its clients. The company takes the time to understand each client's financial goals and risk tolerance before creating a customized investment plan. Additionally, ALPHATRAI IM maintains open and honest communication with its clients, providing regular updates and performance reports for full transparency. With a proven track record of success and a strong commitment to client satisfaction, ALPHATRAI IM has become a trusted name in the financial services industry. As it continues to grow and expand its services, the company remains dedicated to providing expert financial advice and helping its clients achieve their financial goals.

GenesysonOne Cryptocapital, LLC is a financial advisory firm that offers customized cryptocurrency investment advice and portfolio management services. Their team of experts, including certified financial planners, helps clients navigate the complex world of cryptocurrency investments and align their portfolios with their risk tolerance and financial goals. With over $50 million in assets under management and a proven track record of delivering strong returns, GenesysonOne has been in business for 3 years and is equipped to assist a diverse range of clients, including individual investors, high net worth individuals, businesses, retirement plans, and trusts and foundations.

The firm is transparent and upfront about their fees, which may vary based on the scope of services and portfolio size. They do not receive any commissions or incentives for recommending specific investments. However, clients should be aware of potential conflicts of interest, such as the firm receiving compensation from third parties for recommendations or some advisors having personal investments in recommended assets. Overall, GenesysonOne Cryptocapital, LLC offers expert financial advice, ongoing portfolio monitoring and adjustments, educational resources, and transparent communication to help clients achieve their financial goals through strategic cryptocurrency investments.

DIHEDRAL GROUP MANAGEMENT, L.L.C. is a financial advisory firm that offers personalized financial solutions and expert guidance to help clients achieve their financial goals. With a team of experienced professionals, they provide a range of services including investment management, financial planning, estate planning, and tax preparation. Over the past 5 years, they have built a strong reputation for their personalized approach and commitment to transparency. With a clean disciplinary record and a dedication to always acting in the best interest of their clients, DIHEDRAL GROUP MANAGEMENT, L.L.C. is a reputable and trustworthy choice for financial advice.

CAPITOL SHARE PENSION SERVICES, a well-established and experienced financial expert, offers a range of services to help clients achieve their financial goals. With over $2 billion in assets under management, a team of 50 advisors, and 22 years in business, the company has a strong track record of success in the financial services industry.

Their services include pension services, investment management, retirement planning, estate planning, and tax planning, catering to a diverse range of clients including individuals, high net worth individuals, business owners, non-profit organizations, and government entities. CAPITOL SHARE PENSION SERVICES operates on a fee-based compensation model, aligning their interests with their clients' success.

Founded in 1998 by a team of financial professionals, the company has constantly evolved to meet the changing needs of their clients. With a clean record and no regulatory actions or disclosures to report, clients can trust in the ethical and transparent practices of CAPITOL SHARE PENSION SERVICES. Ultimately, the company's expertise and guidance make them a trusted and reliable choice for individuals looking to secure their financial future.

COSMIC MANAGEMENT, LLC is a reputable financial services firm that has been providing comprehensive financial planning and investment management services since 2008. With over $500 million in assets under management, their team of 10 experienced advisors work closely with clients to create personalized solutions based on their unique needs and risk tolerance. These services include financial planning, investment management, retirement planning, estate planning, tax planning, and insurance planning. The firm caters to a diverse client base, including high-net-worth individuals, business owners, retirees, young professionals, and families. Clients can expect a transparent fee structure, with fees for investment management typically ranging from 1% to 2% of assets under management. COSMIC MANAGEMENT, LLC is a registered investment advisor held to the fiduciary standard, ensuring unbiased and client-focused advice. With a clean regulatory record, the firm's team of experienced advisors is committed to building long-lasting relationships and providing top-quality financial guidance.

LGFM, LLC is a financial services firm that offers personalized and comprehensive financial planning to individuals, families, and small businesses. With over 15 years in business and a team of 10 experienced advisors, the company has managed over $500 million in assets for their clients. They offer a range of services including investment management, retirement planning, estate planning, insurance planning, and tax planning.

The firm operates on a fee-based model, charging clients a percentage of their assets under management. This ensures that the advisors are motivated to work in the best interest of their clients and help them achieve their financial goals. LGFM, LLC is registered with the Securities and Exchange Commission and has a fiduciary duty to act in the best interest of their clients. They have a transparent fee structure and disclose any potential conflicts of interest.

LGFM, LLC was founded in 2005 by a group of financial experts with the goal of providing exceptional financial services to their clients. Their team of advisors has an average of 15 years of experience in the industry and is dedicated to helping clients reach their financial objectives. The firm caters to a diverse range of clients, offering tailored services to meet their individual needs and goals.

Glean Management LP is a reputable financial advisory firm that has been helping clients achieve their financial goals for over 20 years. Their team of experienced advisors provides personalized and comprehensive solutions to clients based on their unique needs and circumstances. With headquarters in New York City and over $500 million in assets under management, Glean Management LP has a strong track record of success.

The firm offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, and risk management. They also have a specialized division for corporate clients, providing solutions for employee benefit plans and executive compensation packages. Glean Management LP charges a fee based on a percentage of assets under management, ensuring their interests are aligned with their clients' success.

The team at Glean Management LP is highly qualified and experienced, with a leadership team that brings over 100 years of combined experience in the financial industry. The firm prioritizes transparency and integrity, adhering to strict legal and ethical standards and disclosing any potential conflicts of interest. Clients can trust that Glean Management LP has their best interests in mind and will work diligently to help them achieve their financial goals.