Orin
Winick

Manhattan West Asset Management, LLC

CRD#4513654
Investment Advisor
in Los Angeles, CA

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About this Advisor

Orin Winick is a financial advisor based in Los Angeles, California, working with Manhattan West Asset Management, LLC. Orin has previously held positions at Manhattan West Asset Management, LLC and Aspiriant LLC. Orin has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Orin is part of Manhattan West Asset Management, LLC, which operates out of Los Angeles, California. The firm has 34 employees and manages assets totaling $1.0 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Manhattan West Asset Management, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

1999 Avenue Of The Stars Suite 2500
Los Angeles, CA 90067

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Manhattan West Asset Management, LLC Brokerage Details

Total Assets Under Management

$1,037,624,086

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

34

CA Average: 43
Total Number of Accounts

991

CA Average: 3,727
Average Account Size

$1,047,048

CA Average: $2,033,427

Investment Advisory Services

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

Orin Winick Work History

2023 - Present (2 years)

Manhattan West Asset Management, LLC

2014 - 2023 (9 years)

Aspiriant LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Orin Winick 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 Manhattan West Asset Management, LLC

Romello Crowell
Tarzana, CA
Orin Winick
Los Angeles, CA
Francois Schramek
Los Angeles, CA
Justin Mccurdy
Los Angeles, CA
Robert Wussler
Los Angeles, CA
Julian Aiken
Naples, FL
Kate Kurz
Los Angeles, CA
Angelica Spielman
Los Angeles, CA

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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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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