Top financial advisors in Redondo Beach, CA
We’ve curated a list of the best financial advisors in Redondo Beach, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$694,752,715
Number of advisors
4 advisors
| $694,752,715 | 4 advisors | |
| 2 |
Assets under management
$210,451,068
Number of advisors
5 advisors
| $210,451,068 | 5 advisors | |
| 3 |
Assets under management
$188,160,451
Number of advisors
3 advisors
| $188,160,451 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Redondo Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Redondo Beach. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Beryl Capital Management, LLC
Beryl Capital Management LLC, established in 2013, is a registered investment adviser specializing in event-driven strategies. The firm primarily invests in publicly traded equity and equity-related securities, focusing on corporate acquisitions, mergers, and other special situations. Beryl manages assets on a discretionary basis and does not participate in wrap fee programs. The firm charges an annual fee of 1.5% of assets under management and may also charge performance fees of 10-20% of net profits. Beryl is a fiduciary and acts in the best interests of its clients. Clients of the firm include individuals, high-net-worth individuals, institutions, trusts, endowments, and pension plans. Beryl has a Code of Ethics in place to govern personal securities transactions and prevent the misuse of material nonpublic information. The firm has broad discretionary trading authority for client accounts, with certain limits for separately managed accounts. Beryl may pay higher commissions for soft dollar benefits used to pay for research. The firm reviews accounts daily, provides quarterly and annual performance reports, and offers proxy voting services based on clients' best interests. Beryl maintains strict privacy policies to protect clients' non-public personal information.
$694,752,715 under management
4 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesRosenwald Capital Management, Inc.
Rosenwald Capital Management, Inc. is a disciplined, value-oriented investment management firm headquartered in Redondo Beach, California. Established in 1984, the firm focuses on capital preservation and long-term growth, offering discretionary investment advisory services to domestic and foreign institutional clients. Their investment strategies include global securities, real estate, pooled funds, venture capital, and private offerings. The firm's President, Mr. James B. Rosenwald III, leads a team with over 40 years of investing experience. With net assets under management of $218,548,571 as of December 31, 2024, Rosenwald Capital Management charges management fees ranging from 0.1% to 1.0% per annum, with performance-based fees of up to 20% of net profits. Clients include institutional separate account clients, commingled funds, and high net-worth individuals. The firm's investment philosophy emphasizes agility, rigorous value analysis, and seeking less crowded market areas for long-term returns. Rosenwald Capital Management discloses potential conflicts of interest, custody arrangements, and voting procedures to ensure transparency and client protection. Clients benefit from the firm's commitment to best execution practices and comprehensive account reviews. For more information, visit www.adviserinfo.sec.gov or contact [email protected].
$210,451,068 under management
5 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Wedgewood Asset Management, LLC
Wedgewood Asset Management, LLC (WAM) is an investment management firm specializing in providing advisory services to privately offered pooled investment vehicles focusing on real estate investments. Established in 2020, WAM primarily invests in residential real estate, multifamily real estate, and mortgages secured by real property. The firm manages approximately $210 million in regulatory assets under management on a discretionary basis as of December 31, 2024. WAM does not charge fees for its management and advisory services to the funds, but an affiliate reimburses the firm for operating costs. The firm discloses material changes and has no reportable disciplinary events. WAM exercises full investment discretion over client accounts and has established proxy voting policies. The firm has a fiduciary duty to act in the best interests of its clients and has policies in place to manage conflicts of interest. Clients receive regular account reviews, audited financial statements, and portfolio updates. WAM complies with the Custody Rule and has no bankruptcy history. For more detailed information, clients can request specific documents and disclosures from the firm.
$188,160,451 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Pooled Investment Vehicles
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Redondo Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Redondo Beach. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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