Highland Mb Wealth LLC

Highland Mb Wealth LLC (CRD# 299209) is a financial advisory firm headquartered in Manhattan Beach, CA. They manage $9,383,500 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3701 Highland Ave Suite 301, Manhattan Beach, CA 90266
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $625,567
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Highland Mb Wealth LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Fallon, financial advisor Manhattan Beach CA
Gregory A. Fallon
CRD#: 6791171
3701 Highland Ave Suite 301, Manhattan Beach, CA 90266

Gregory Fallon (CRD# 6791171) is an Investment Advisor Representative working at Highland Mb Wealth LLC in Manhattan Beach, CA and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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