Founded in 2001, Angeles is a multi-asset investment firm serving North Hollywood. Its services focus on providing tailored investment solutions to institutional investors and private wealth clients. It guides foundations and non-profit institutions regarding their pension and sovereign wealth funds. It also offers customized programs and helps clients understand near-term liquidity and tax considerations. In addition, it assists in recommending investment opportunities and constructing portfolios. It was named Greenwich Quality Leader by Greenwich Associations for four consecutive years.
429 Santa Monica Blvd, Suite 650, Santa Monica, CA 90401
Santa Monica, CA 90401
Avivar Capital is a firm serving North Hollywood and surrounding communities. It advises public, private, and institutional clients in the design, development, and implementation of investment strategies, funds, and portfolios. Services include portfolio management & evaluation, fund development & syndication, and training & education. The firm's managing partner, Tina Castro, is a Chartered Financial Analyst with more than 20 years of finance and investment management experience. She currently serves on the Governance Board of the Center for Good Food Purchasing.
5250 Lankershim Blvd Suite 500, North Hollywood, CA 91601
North Hollywood, CA 91601
Financial advisors at Baker Tilly provide tax, assurance, and other advisory services to clients in North Hollywood. It serves various industries, including energy, government contractors, healthcare and life sciences, manufacturing and distribution, and real estate. It works with clients on transactions, wealth management and succession, risk and compliance considerations, and tax deductions. Baker Tilly serves clients out of 742 offices across the globe, nine of which are located in California. It currently has $3.9 billion in combined revenue.
15760 Ventura Blvd, Suite 1100, Encino, CA 91436
Encino, CA 91436
Miller Kaplan is a financial services firm that serves high-net-worth individuals, Fortune 500 companies, and start-ups in North Hollywood. Its team creates financial strategies, which cover clients' expenses, investment opportunities, and real estate purchases. The advisors also address matters concerning estate, charitable, and succession plans. In addition, they help clients with income, property, franchise, and business tax compliance. Firm co-partner Jenny Bolsky is a CPA and Certified Fraud Examiner with over 30 years of industry experience.
4123 Lankershim Boulevard, North Hollywood, CA 91602
North Hollywood, CA 91602
Perennial Financial Services, LLC is a firm serving North Hollywood and surrounding communities. It assists individuals and families in taking control of their future through financial planning. The process includes identifying the client's goals and objectives, gathering the necessary data, analyzing the collected information, developing and implementing a strategy that addresses certain needs, and monitoring the client's financial situation periodically. The firm's senior managing director, John B. Petrick, served as the president of the Palisades Chamber of Commerce.
11620 Wilshire Boulevard Suite 400, Los Angeles, CA 90025
Los Angeles, CA 90025
Roland Fink & Co., CPA, has been serving clients in North Hollywood since 2003. It helps individuals, small businesses, and nonprofit organizations in achieving their financial objectives through tax and accounting services. Such services include income tax management, portfolio analysis, business planning, and IRS representation. The firm also provides college, elder care, and estate planning services. Its owner, Roland Fink, has experience in handling venture capital, corporate finance, divestitures, mergers, and acquisitions before establishing his own firm.
5250 Lankershim Blvd. Suite 500, North Hollywood, CA 91601
North Hollywood, CA 91601
RVW Wealth has been serving clients in North Hollywood since 2006. It assists clients in reaching their financial goals through financial planning, wealth management, and investment planning. Its wealth management team is composed of CPAs, tax specialists, financial planners, and economists. They utilize evidence-based portfolio management strategies to optimize rates of return. Co-founder Selwyn Gerber has 40 years of experience in guiding the financial lives of affluent individuals. Company president Jonathan Gerber is an accredited personal financial specialist.
1880 Century Park East, Suite 200, Los Angeles, CA 90067
Los Angeles, CA 90067
Samuel Rad is a Certified Financial Planner with Affluencer Financial, serving clients in North Hollywood. He helps clients accomplish their goals through comprehensive financial planning. His firm handles retirement planning, fixed investments, Social Security maximization, tax strategies, and fixed index annuities. In addition, he offers real estate advice involving investment valuations, rental properties, loan modification, and the purchase or sale of properties. Rad conducts financial lectures at Cerritos, UCLA, and West Los Angeles College.
226 S Beverly Drive Suite 200, Beverly Hills, CA 90212
Beverly Hills, CA 90212