Houlihan Lokey Howard & Zukin Financial Advisors Inc is a large advisory firm based in Los Angeles. It manages $43.61 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and New York.
Houlihan Lokey Howard & Zukin Financial Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Houlihan Lokey Howard & Zukin Financial Advisors Inc is $43.61 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Houlihan Lokey Howard & Zukin Financial Advisors Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Scott Lee Beiser has been acting as President since 1 Dec 2000. Michael Anthony Fazio joined the executive team most recently as the Director.
The principal office where Houlihan Lokey Howard & Zukin Financial Advisors Inc performs its advisory services is located at 1930 Century Park West, Los Angeles, CA 90067 6802, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310.553.8871 or by fax 310.553.7136. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.hlhz.com.