Highland Mb Wealth LLC
Firm details
- Headquarters
- Torrance, California
- CRD number
- 299209
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Highland Mb Wealth LLC is a small, individually owned limited liability company that provides financial planning and portfolio management services to individuals and small businesses. The firm also lists accounting among its business activities, and charges clients using a combination of a percentage of assets under management and hourly fees. Public filings do not specify the year of SEC registration, and the adviser is not identified as a multi-state or ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Non-Exchange Traded Equities15%
- Cash & Cash Equivalents15%
Contacts
1 of 1Gregory Fallon
CCO, Managing MemberCRD 6791171
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Torrance, CA
Los Angeles
Location
Torrance, CA
Headquartered in Torrance, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 24050 Madison St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Putman Capital Management, Inc.
RIATorrance, CA
Legacy Financial Group
RIATorrance, CA
Pacific Haven Financial, LLC
RIATorrance, CA
Dorsey Wealth Management, LLC
RIATorrance, CA
Aihara Wealth Management LLC
RIATorrance, CA
MQ Private Wealth
RIATorrance, CA