Millu
Ramirez
Highline Wealth Partners
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About this Advisor
Millu Ramirez is a financial advisor based in Sherman Oaks, California, working with Highline Wealth Partners. Millu has previously held positions at National Planning Corporation, Trilogy Capital, Inc, Steel Peak Wealth Management, LLC, Urban Wealth Management, Uwm Insurance Services, LLC, and Highline Wealth Partners. Millu has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Millu is part of Highline Wealth Partners, which operates out of Sherman Oaks, California. The firm has 13 employees and manages assets totaling $493.7 million. The firm 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, publication of newsletters, and educational seminars. The fee structure at Highline Wealth Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Highline Wealth Partners Brokerage Details
$493,668,759
13
726
$679,985
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
Millu Ramirez Work History
Highline Wealth Partners
Urban Wealth Management
Uwm Insurance Services, LLC
Steel Peak Wealth Management, LLC
National Planning Corporation
Trilogy Capital, Inc
Disclosures
Please visit the SEC profile of Millu Ramirez 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
Solana Beach, CA
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
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