Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
384 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$3M
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Location

100 Bayview Circle, Suite 500, Newport Beach, CA, 92660-8903

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Manhattan West Asset Management, LLC
August 2025 - Present · 6 mos
Previous Registrations
Hollencrest Capital Management
October 2021 - August 2025 · 3 yrs 10 mos
G.research, LLCBroker
July 2017 - December 2019 · 2 yrs 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.