Steelpeak Wealth, LLC is a financial advisory firm based in Woodland Hills, California. It currently has approximately $1,871,745,378 of assets under management and employs about 37 people. Steelpeak Wealth, LLC uses a fee structure of a percentage of assets under your management and fixed fees.

Dash Investments is a privately held corporation based in California, registered with the U.S. Securities and Exchange Commission since 2004. The firm specializes in Global Value strategy, with all investment decisions made by the Investment Team led by CEO Jonathan Dash. Dash Investments offers discretionary portfolio management focusing on common stocks and bonds for long-term appreciation. Clients' portfolios are managed based on individual financial goals and objectives, with a holistic approach to financial planning covering estate, income tax, charitable, cash flow, retirement income, wealth transfer, and family legacy objectives. The firm may accept accounts with a minimum size of $1,000,000 and requires a minimum annual fee of $12,500. Investment discretion is granted to Dash Investments to make changes to portfolios based on market views and client objectives. The firm does not charge performance-based fees and provides investment analysis focusing on fundamental research and long-term value investing. Clients are provided with monthly reports and have the option to review their accounts quarterly. Dash Investments does not engage in principal transactions and has established procedures to prevent and correct trade errors in client accounts. The firm does not sponsor a Wrap Fee Program and has custody of client funds solely for fee deduction purposes. Clients' personal information is protected through restricted access and safeguards. Dash Investments may share personal information for everyday business purposes but does not share for marketing or joint marketing purposes. Clients have the right to limit sharing of certain personal information. For more information, clients can contact Dash Investments at 800-549-3227.

Lazari Capital Management, Inc. is a registered investment adviser established in August 2014 by Michael Lazari Karapetian. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. As a fiduciary, the firm always puts clients' interests first and discloses any potential conflicts of interest. LCMI may recommend Third-Party Asset Managers and offers pension consulting services. The firm's minimum account size is $250,000. Fees for portfolio management are asset-based, with an annual fee of 3.00%, negotiable and paid quarterly. LCMI may charge performance-based fees, typically between 5% to 10%, structured to ensure fair allocation of investment opportunities among clients. The firm may receive compensation for the sale of securities, and its representatives may engage in personal trading, subject to strict ethical guidelines. LCMI's investment strategies include long-term trading, short-term trading, options trading, and investments in various securities such as mutual funds, ETFs, real estate funds, and commodities. The firm's methods of analysis encompass charting, fundamental and technical analysis, cyclical analysis, quantitative analysis, and modern portfolio theory. The firm has a written Code of Ethics, conducts periodic reviews of client accounts, and votes proxies in clients' best interests. LCMI does not have custody of client assets beyond fee deduction authorization. The firm has no financial conditions impairing its ability to meet client commitments and has not filed for bankruptcy in the last ten years. Clients can request detailed information on the firm's practices and policies.

Oder Investment Management, LLC is a financial advisory firm based in Woodland Hills, California. It currently has approximately $230,000,903 of assets under management and employs about 6 people. Oder Investment Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.

Paragon Financial Partners, Inc. is a registered investment advisor established in May 2011 and located in Woodland Hills, CA. The firm specializes in providing investment advisory services to individuals, high net worth individuals, estates, trusts, and corporations. Paragon acts as a fiduciary, ensuring that recommendations are in the client's best interest. The firm offers wealth management services, financial planning, and consulting, along with discretionary and non-discretionary investment management services. For wealth management services, fees are based on a tiered schedule ranging from 0.65% to 1.25% of assets under management, with a minimum annual fee of $15,000. Financial planning and consulting services are offered on an hourly or fixed fee basis. Paragon primarily uses fundamental analysis for investment strategies, focusing on economic and business indicators. The firm's investment approach is long-term focused, but short-term adjustments may be made based on client goals and market conditions. Paragon does not charge performance-based fees, manages over $336 million in client assets, and does not have any disciplinary events to disclose. The firm does not engage in wrap fee programs and does not accept or maintain custody of client funds. The firm's President and Chief Compliance Officer, Evan F. Shorten, is a Certified Financial Planner™ and has a background in business management. Paragon's Investment Advisor Representative, Elean M. Mendoza, has a background in economics and art history. The firm's Privacy Policy ensures the protection and limited sharing of clients' personal information. Clients can contact the firm for more information or to request a copy of the Privacy Policy.

Hesen & Haslam, Retirement Income Specialists is a registered investment adviser located in Woodland Hills, CA. Established as Hesen & Haslam, LLC, the firm specializes in managing assets for various clients, including individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and businesses. Acting as a fiduciary, the firm is committed to always acting in the best interest of clients. Their wrap fee program offers investment advisory services with a maximum annual fee not exceeding 2.00%, billed quarterly based on account value. The firm's services include Wealth Management and Comprehensive Wealth Management, tailored to individual client needs and investment goals. Investment strategies include alternative investments, asset allocation, debt securities, and real estate investment trusts. The firm's methods of analysis include charting, cyclical analysis, and fundamental analysis. Hesen & Haslam does not recommend or offer wrap program services from other providers and does not charge performance-based fees. The firm's investment advisers act as portfolio managers, providing individualized investment advice to clients. Clients have the opportunity to place reasonable restrictions on investments in their portfolios. The firm does not accept proxy authority to vote client securities and does not pay referral fees to independent solicitors. The firm's Code of Ethics ensures ethical conduct and compliance with securities laws. Clients are advised that they are under no obligation to implement recommendations and may choose a broker-dealer at their discretion.

Golden K Plans & Wealth Management, LLC, established in March 2011, offers specialized investment management services to various clients, including 401(k) plans, individuals, trusts, estates, and corporations. The firm acts as a fiduciary under ERISA and the Internal Revenue Code, ensuring clients' best interests are prioritized. Investment services include Retirement Plans Services, where Golden K can serve as an ERISA 3(38) fiduciary, and Investment Management Services tailored to individual goals and risk tolerance. The firm's investment strategies involve fundamental and cyclical analysis, asset allocation, and risk assessment based on Modern Portfolio Theory and Behavioral Finance. Golden K manages assets totaling $159,492,750, with a minimum account size of $100,000. Fees are charged based on a percentage of assets under management, with quarterly payments and a 30-day termination notice. The firm does not participate in performance-based fees, ensuring transparency and client-focused services. Clients have investment discretion, allowing Golden K to make trading decisions on their behalf. The firm maintains a Code of Ethics, ensuring compliance and client protection. Golden K does not accept compensation for recommending securities in which they have a financial interest, promoting trust and integrity in their advisory services.