Andrew
Rosenthal

Medina Singh Partners, LLC

CRD#4494752
Investment Advisor
in Los Angeles, CA

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About this Advisor

Andrew Rosenthal is a chartered financial analyst who works in Los Angeles, California, who has been in the advisory business for 18 years. Rosenthal is an advisor for Medina Singh Partners, LLC. Throughout their career, they have worked at Bernzott Capital Advisors, Presidio Wealth Management LLC, First Western Capital Management and Medina Singh Partners, LLC. Rosenthal holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in California and Texas. Medina Singh Partners, LLC is a registered investment business that has its headquarters in Los Angeles, California. It oversees $52 million in assets across its two client accounts, placing it among the smaller firms in the United States by assets under management. The firm performs a set of services, such as portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management largely are based on which services the firm provides the client. Fees charged by Medina Singh Partners, LLC most likely include asset-based and performance-based fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years of Experience

18 years

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

11835 West Olympic Blvd Suite 425E
Los Angeles, CA 90064

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Medina Singh Partners, LLC Brokerage Details

Total Assets Under Management

$51,529,692

CA Average: $7,578,581,321
Total Number of Employees

4

CA Average: 43
Total Number of Accounts

2

CA Average: 3,727
Average Account Size

$25,764,846

CA Average: $2,033,427

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Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Andrew Rosenthal Work History

Andrew has 18 years of experience.

2018 - Present (3 years)

Medina Singh Partners, LLC

2015 - 2018 (3 years)

First Western Capital Management

2013 - 2015 (2 years)

Bernzott Capital Advisors

2002 - 2013 (11 years)

Presidio Wealth Management LLC

Disclosures

Andrew Rosenthal has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Medina Singh Partners, LLC

Jaiveer Singh
Los Angeles, CA
Kristofer Medina
Los Angeles, CA
Andrew Rosenthal
Los Angeles, CA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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