WILLNER & HELLER LLC of ENCINO, CA is an SEC-registered investment adviser (CRD 135406). Regulatory assets under management: $193.1M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Kenneth Lee Willner | PARTNER | — |
| Matthew David Heller | PARTNER & CHIEF COMPLIANCE OFFICER | — |
| WILLNER KENNETH LEE | MANAGING MEMBER; PARTNER | — |
| HELLER MATTHEW DAVID | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; PARTNER & CHIEF COMPLIANCE OFFICER (+1 more) | — |