Beverly Hills, CA North Beverly Drive Office

Team
Updated today

Client AUM

$178,924,239,090

Clients

62,807

Advisors

2

Of 1,039 advisors across 223 offices

Location

421 North Beverly Drive Suite 280

Beverly Hills CA 90210

Advisors at this office

2

Advisors at this office

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Matthew H

Series 66

Beverly Hills, CA

Hightower Advisors

Matthew Harris is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Hightower Advisors since 2008, including in roles at Hightower Securities, and currently also operates a consulting business, Aperture Partners Inc., providing research and analysis on asset allocation, investment managers, and client content. Hightower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services with an emphasis on manager selection and multi-manager solutions. The firm combines proprietary research and diverse portfolio construction strategies, supporting both discretionary and non-discretionary management approaches.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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James H

Series 63

Beverly Hills, CA

Hightower Advisors

James Hausberg is a financial advisor with Hightower Advisors in Beverly Hills, CA, holding a Series 63 designation and bringing 45 years of industry experience. He has been with Hightower Securities, LLC and Hightower Advisors since 2012. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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