Overview
Assets Under Management: $164 million
Headquarters: ENCINO, CA
High-Net-Worth Clients: 66
Average Client Assets: $2 million
Frequently Asked Questions
WILLNER & HELLER LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135406), WILLNER & HELLER LLC is subject to fiduciary duty under federal law.
WILLNER & HELLER LLC is headquartered in ENCINO, CA.
WILLNER & HELLER LLC serves 66 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, WILLNER & HELLER LLC offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
WILLNER & HELLER LLC manages $164 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, WILLNER & HELLER LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 411
Discretionary Accounts: 411
Regulatory Filings
CRD Number: 135406
Last Filing Date: 2025-02-05 00:00:00
Website: https://whria.com