Willner & Heller LLC

RIASEC Registered

Total AUM

$193M

Discretionary

$193M

100% of AUM

Avg account

$409K

Accounts

472

Employees

Advisory reps

Firm details

Headquarters: Encino, California
CRD number: 135406
Registered since: March 19, 2018
Website: www.willnerheller.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI79.71%
Individuals17.43%
Charitable Organizations2.01%
Pension & Profit Sharing Plans0.82%
Corporations / Businesses0.02%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Willner & Heller LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2018. The firm is individually owned and manages portfolios for both high-net-worth individuals and family clients as well as institutional and business accounts. Its advisory services emphasize portfolio management for individuals/small businesses and for businesses or institutions, and it lists pension consulting among its service capabilities. Compensation is charged as a percentage of assets under management. The firm does not identify as an active ESG investor and is not structured as a multi-state or capital-allocating platform. One noted industry affiliation is with accounting professionals.