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Willner & Heller LLC

EST. AUM
$193,073,919

CONTACTS

CLIENT ACCOUNTS
472

Firm Details

Metro area Los Angeles
CRD Number 135406
Website willnerheller.com
Client types

Overview

Willner Heller, LLC is a fee-only Registered Investment Advisor based in Encino, California, founded in 2003 by Matthew D. Heller and Kenneth L. Willner. The firm manages customized portfolios of equity and fixed income for individuals, small businesses, non-profits, and foundations. As a fiduciary, Willner Heller is required to act in clients' best interests at all times and does not receive commissions on trades. The firm positions itself as an independent institutional money manager able to draw on a wide range of research and data to deliver objective, unbiased investment counsel.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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