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BEVERLY HILLS FINANCIAL PLANNERS, LLC

CRD 137638

Visit website

14724 VENTURA BOULEVARD, SUITE 800, SHERMAN OAKS, CA, 91403, United States

Phone

310-205-9000

Fax

3102059000

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-10

Disciplinary history

No

Services

Financial planning

All web addresses on file

Official SEC filing: View on IAPD