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BEVERLY HILLS FINANCIAL PLANNERS, LLC
CRD 137638
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