Leslie
Vermut

Weinberger Asset Management, Inc

CRD#2440849
Investment Advisor
in Los Angeles, CA

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About this Advisor

Leslie Vermut is a financial advisor operating in Los Angeles, California with 11 years of industry experience. Vermut is currently employed by Weinberger Asset Management, Inc. They have spent all of their career at Weinberger Asset Management, Inc. Vermut is able to advise clients in California. Weinberger Asset Management, Inc is a financial advisory company that has its headquarters in Los Angeles, CA. It handles $294 million in assets under management among its 446 accounts, making it one of the mid-sized firms in the country by assets under management. The firm serves two charitable organizations. Of its 446 customer accounts, 61% belong to high-net-worth individuals who have more than $1 million in investable assets. Weinberger Asset Management, Inc has a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services usually depend on the type of services. Fee types billed by Weinberger Asset Management, Inc typically consist of asset-based fees.

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

11661 San Vicente Blvd., #820
Los Angeles, CA 90049

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Weinberger Asset Management, Inc Brokerage Details

Total Assets Under Management

$294,396,256

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

4

CA Average: 43
Total Number of Accounts

446

CA Average: 3,727
Average Account Size

$660,081

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Leslie Vermut Work History

Leslie has been registered as a financial advisor for 11 years.*

1993 - Present (31 years)

Weinberger Asset Management, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Leslie Vermut 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 Weinberger Asset Management, Inc

Alison Weinberger
Los Angeles, CA
Alexander Weinberger
Los Angeles, CA
Coleen Edwards
Los Angeles, CA
Leslie Vermut
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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