Willner & Heller LLC - Investment Advisers

About Willner & Heller LLC

Willner & Heller LLC is a registered investment adviser based in Encino, California, and is listed among investment advisers in California. Kenneth Willner and Matthew D. Heller founded the firm in 2003. It builds customized portfolios of equity and fixed income holdings for individuals, families, small business owners, corporations, non-profits and foundations. The firm reports regulatory assets under management of $193.07 million and has three employees. The firm combines active management, tactical asset allocation and diversification, with the stated aims of maximizing returns, managing market risk and keeping portfolios tax efficient. It describes itself as fee-only, meaning it does not earn commissions on trades, and states that as a registered adviser it has a fiduciary duty to act in its clients' best interest. The firm also appears in the Directory of US Investment Advisers, which covers investment advisers across the country.

Key Facts

Assets Under Management

$193.07M

Employees

3

SEC File Number

801-112631