Beverly Hills Newswire

Beverly Hills Newswire

Comprehensive Real-Time News Feed for Beverly Hills, CA.

Results 1 - 2 of 2 for "u:investmentnews.com" in Beverly Hills, CA

  1. SEC charges Broidy Wealth Advisors with overbilling clients, stealing from their trustsRead the original story w/Photo

    Oct 27, 2016 | InvestmentNews

    The firm and owner Marc Broidy, of Beverly Hills, Calif., allegedly had more than $1.4 million of ill-gotten gains The Securities and Exchange Commission charged Broidy Wealth Advisors and its owner with overbilling clients and stealing assets from their trusts to fund personal expenses, including leases on two luxury cars. The investment advisory firm and its owner, Marc D. Broidy, who resides in Beverly Hills, Calif., took in more than $1.4 million in ill-gotten gains since February 2011, according to the SEC's complaint Thursday.

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  2. HighTower adds Beverly Hills-based RIA with $500M in assetsRead the original story w/Photo

    Jul 6, 2016 | InvestmentNews

    HighTower has acquired Acacia Wealth Advisors, a boutique multi-family office in Beverly Hills, Calif., overseeing more than $500 million in assets. The acquisition marks a record-setting first half of the year for HighTower, with eight new teams joining in 2016.

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