Lionel
Tapiero
Highline Wealth Partners
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About this Advisor
Lionel Tapiero is a financial advisor operating in Sherman Oaks, California, who has 3 years of relevant experience. Tapiero currently works for Highline Wealth Partners. Throughout their career, Tapiero has worked at Logica Capital Advisers, LLC, Logica Diversified Capital Advisers, LLC, Logica Capital Management, LLC, Himelsein Mandel Fund Management, LLC, Himelsein Mandel Advisors, LLC and Stackin Financial, LLC. Tapiero has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in California. Highline Wealth Partners is an advisory company headquartered in Sherman Oaks, CA. It controls $285 million in total assets across its 533 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 533 client accounts, 47% belong to high-net-worth individuals who have greater than $1 million in investable assets. Highline Wealth Partners has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely depend on which services are offered. However, fees billed by Highline Wealth Partners most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Highline Wealth Partners Brokerage Details
$285,102,983
12
533
$534,902
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Lionel Tapiero Work History
Lionel has been registered as a financial advisor for 3 years.*
Logica Capital Management, LLC
Stackin Financial, LLC
Logica Diversified Capital Advisers, LLC
Logica Capital Advisers, LLC
Himelsein Mandel Fund Management, LLC
Himelsein Mandel Advisors, LLC
*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 Lionel Tapiero 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 Highline Wealth Partners
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, 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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