B.
Lourd

Hightower Advisors, LLC

CRD#1425175
Investment Advisor
in Beverly Hills, CA

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About this Advisor

B. Lourd is a financial advisor based in Beverly Hills, California, working with Hightower Advisors, LLC. B. Lourd has previously held positions at Lourd Capital Management and Hightower Advisors LLC. B. Lourd has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, B. Lourd is part of Hightower Advisors, LLC, which operates out of Beverly Hills, California. The firm has 100 offices and 1,816 employees. The firm manages assets totaling $130.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Hightower Advisors, LLC includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

9777 Wilshire Blvd Suite 1018
Beverly Hills, CA 90212

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Hightower Advisors, LLC Brokerage Details

Total Assets Under Management

$130,239,337,374

CA Average: $6,674,516,078
Total Number of Employees

1,816

CA Average: 44
Total Number of Accounts

178,256

CA Average: 2,564
Average Account Size

$730,631

CA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

B. Lourd Work History

2019 - Present (5 years)

Hightower Advisors LLC

2006 - Present (18 years)

Lourd Capital Management

Disclosures

Please visit the SEC profile of B. Lourd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hightower Advisors, LLC

Jacob Brown
Chicago, IL
Phillip Barnhill
Chicago, IL
Emily Lassiter
Birmingham, AL
Alexandra Emma
Naples, FL
Mathew Kraines
Newport Beach, CA
Ashley Aguayo
San Diego, CA
David Bosak
Cleveland, OH
Jin Liu
Deerfield, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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