Active
JEFFREY CHARLES LLOYD WOLMAN
Investment Advice|CULVER CITY, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$230.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 230.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 133611 |
| SEC Number | 801-119043 |
| Street Address | 4208 OVERLAND AVENUE |
| Location | CULVER CITY, CA 90230 |
| Country | United States |
| Phone | 310-234-1992 |
| Fax | 310-234-1928 |
| Total Employees | 30 |
| Business Types | accountant |
Client Count by Type (106 Total)
| Category | Value |
|---|---|
| Pension/Profit Sharing Pl… | 46 |
| High Net Worth Individual… | 43 |
| Individuals (other than H… | 17 |
Community Partners
CITY OF COMPTON
CITY OF CULVER CITY
CITY OF INGLEWOOD
CITY OF LOS ANGELES
CITY OF COMPTON
CITY OF CULVER CITY
CITY OF INGLEWOOD
CITY OF LOS ANGELES
CITY OF COMPTON
CITY OF CULVER CITY
CITY OF INGLEWOOD
CITY OF LOS ANGELES
Municipal Government
4 Active
4
Organizations
LOS ANGELES HOMELESS SERVICES AUTHORITY
SOUTHERN CALIFORNIA ASSOCIATION OF GOVERNMENTS
SOUTHERN CALIFORNIA REGIONAL RAIL AUTHORITY
LOS ANGELES HOMELESS SERVICES AUTHORITY
SOUTHERN CALIFORNIA ASSOCIATION OF GOVERNMENTS
SOUTHERN CALIFORNIA REGIONAL RAIL AUTHORITY
LOS ANGELES HOMELESS SERVICES AUTHORITY
SOUTHERN CALIFORNIA ASSOCIATION OF GOVERNMENTS
SOUTHERN CALIFORNIA REGIONAL RAIL AUTHORITY
Special District
3 Active
3
Organizations
CALIFORNIA CREATIVE LEARNING ACADEMY
COMPTON COMMUNITY COLLEGE DISTRICT
CROWN PREPARATORY ACADEMY
DOWNTOWN
LA FORTALEZA, INC
LA LEADERSHIP ACADEMY
LARCHMONT CHARTER SCHOOL
LATTC
LOS ANGELES COMMUNITY COLLEGE DISTRICT
MONARKA DEVELOPMENT CORPORATION
NEW HEIGHTS CHARTER SCHOOL
SANTA MONICA BOULEVARD COMMUNITY CHARTER SCHOOL
CALIFORNIA CREATIVE LEARNING ACADEMY
COMPTON COMMUNITY COLLEGE DISTRICT
CROWN PREPARATORY ACADEMY
DOWNTOWN
LA FORTALEZA, INC
LA LEADERSHIP ACADEMY
LARCHMONT CHARTER SCHOOL
LATTC
LOS ANGELES COMMUNITY COLLEGE DISTRICT
MONARKA DEVELOPMENT CORPORATION
NEW HEIGHTS CHARTER SCHOOL
SANTA MONICA BOULEVARD COMMUNITY CHARTER SCHOOL
CALIFORNIA CREATIVE LEARNING ACADEMY
COMPTON COMMUNITY COLLEGE DISTRICT
CROWN PREPARATORY ACADEMY
DOWNTOWN
LA FORTALEZA, INC
LA LEADERSHIP ACADEMY
LARCHMONT CHARTER SCHOOL
LATTC
LOS ANGELES COMMUNITY COLLEGE DISTRICT
MONARKA DEVELOPMENT CORPORATION
NEW HEIGHTS CHARTER SCHOOL
SANTA MONICA BOULEVARD COMMUNITY CHARTER SCHOOL
School District
12 Active
12
Organizations
1000GM INC
100 BLACK MEN OF LOS ANGELES INC
1010 DEVELOPMENT CORPORATION
101 ENTERPRISES FOUNDATION
10400BLIP INC
10TH COUNCIL DISTRICT WOMENS STEERING COMMITEE
1 1 SOCIAL ENTERPRISE
120VC Foundation
123 CHRISTIAN MISSION
12 TOWERS MEDICAL MISSIONERY SOCIETY
1321 BERENDO ST CORPORATION
1355 HILL STREET GROUP INC
13 DONUTS CHILDRENS CHARITY
14973 MIRACLE MILE OPTIMIST CLUB LA
153 FOUNDATION
1541 AND 1545 WILSHIRE SEIU 721 HOLDINGS LLC
1561 MANNING AVENUE ASSOCIATION
1736 FAMILY CRISIS CENTER
180 RECON
1979 LEGACY CORP
1000GM INC
100 BLACK MEN OF LOS ANGELES INC
1010 DEVELOPMENT CORPORATION
101 ENTERPRISES FOUNDATION
10400BLIP INC
10TH COUNCIL DISTRICT WOMENS STEERING COMMITEE
1 1 SOCIAL ENTERPRISE
120VC Foundation
123 CHRISTIAN MISSION
12 TOWERS MEDICAL MISSIONERY SOCIETY
1321 BERENDO ST CORPORATION
1355 HILL STREET GROUP INC
13 DONUTS CHILDRENS CHARITY
14973 MIRACLE MILE OPTIMIST CLUB LA
153 FOUNDATION
1541 AND 1545 WILSHIRE SEIU 721 HOLDINGS LLC
1561 MANNING AVENUE ASSOCIATION
1736 FAMILY CRISIS CENTER
180 RECON
1979 LEGACY CORP
1000GM INC
100 BLACK MEN OF LOS ANGELES INC
1010 DEVELOPMENT CORPORATION
101 ENTERPRISES FOUNDATION
10400BLIP INC
10TH COUNCIL DISTRICT WOMENS STEERING COMMITEE
1 1 SOCIAL ENTERPRISE
120VC Foundation
123 CHRISTIAN MISSION
12 TOWERS MEDICAL MISSIONERY SOCIETY
1321 BERENDO ST CORPORATION
1355 HILL STREET GROUP INC
13 DONUTS CHILDRENS CHARITY
14973 MIRACLE MILE OPTIMIST CLUB LA
153 FOUNDATION
1541 AND 1545 WILSHIRE SEIU 721 HOLDINGS LLC
1561 MANNING AVENUE ASSOCIATION
1736 FAMILY CRISIS CENTER
180 RECON
1979 LEGACY CORP
Nonprofit Organization
16109 Active
16109
Organizations
Community Partners69 organizations
LOS ANGELES HOMELESS SERVICES AUTHORITY
Special District·LOS ANGELES
SOUTHERN CALIFORNIA ASSOCIATION OF GOVERNMENTS
Special District·LOS ANGELES
SOUTHERN CALIFORNIA REGIONAL RAIL AUTHORITY
Special District·LOS ANGELES
CALIFORNIA CREATIVE LEARNING ACADEMY
School District·LOS ANGELES
CROWN PREPARATORY ACADEMY
School District·LOS ANGELES
DOWNTOWN
School District·LOS ANGELES
LA FORTALEZA, INC
School District·LOS ANGELES
LA LEADERSHIP ACADEMY
School District·LOS ANGELES
LARCHMONT CHARTER SCHOOL
School District·LOS ANGELES
LATTC
School District·LOS ANGELES
MONARKA DEVELOPMENT CORPORATION
School District·LOS ANGELES
NEW HEIGHTS CHARTER SCHOOL
School District·LOS ANGELES
SANTA MONICA BOULEVARD COMMUNITY CHARTER SCHOOL
School District·LOS ANGELES
1000GM INC
Nonprofit Organization·Los Angeles
100 BLACK MEN OF LOS ANGELES INC
Nonprofit Organization·LOS ANGELES
1010 DEVELOPMENT CORPORATION
Nonprofit Organization·LOS ANGELES
101 ENTERPRISES FOUNDATION
Nonprofit Organization·INGLEWOOD
10400BLIP INC
Nonprofit Organization·Los Angeles
10TH COUNCIL DISTRICT WOMENS STEERING COMMITEE
Nonprofit Organization·Los Angeles
1 1 SOCIAL ENTERPRISE
Nonprofit Organization·Los Angeles
120VC Foundation
Nonprofit Organization·Los Angeles
123 CHRISTIAN MISSION
Nonprofit Organization·Los Angeles
12 TOWERS MEDICAL MISSIONERY SOCIETY
Nonprofit Organization·LOS ANGELES
1321 BERENDO ST CORPORATION
Nonprofit Organization·LOS ANGELES
1355 HILL STREET GROUP INC
Nonprofit Organization·Los Angeles
13 DONUTS CHILDRENS CHARITY
Nonprofit Organization·Los Angeles
14973 MIRACLE MILE OPTIMIST CLUB LA
Nonprofit Organization·LOS ANGELES
153 FOUNDATION
Nonprofit Organization·LOS ANGELES
1541 AND 1545 WILSHIRE SEIU 721 HOLDINGS LLC
Nonprofit Organization·LOS ANGELES
1561 MANNING AVENUE ASSOCIATION
Nonprofit Organization·Los Angeles
1736 FAMILY CRISIS CENTER
Nonprofit Organization·LOS ANGELES
180 RECON
Nonprofit Organization·los angeles
1979 LEGACY CORP
Nonprofit Organization·LOS ANGELES
1 HUMANITY FOR PEACE
Nonprofit Organization·los angeles
1P ADVOCACY
Nonprofit Organization·Los Angeles
1P FOUNDATION
Nonprofit Organization·LOS ANGELES
1 PLASTIC LIFE
Nonprofit Organization·Los Angeles
1ST GENERATION AMERICANS
Nonprofit Organization·LOS ANGELES
1ST HOME FOR U
Nonprofit Organization·Los Angeles
1ST SUNDAY MISSIONARY FELLOWSHIP
Nonprofit Organization·Los Angeles
1 WILL INSPIRE LONG LIFE INC
Nonprofit Organization·INGLEWOOD
2019 12U TITANS INC
Nonprofit Organization·Los Angeles
2020 LEADERSHIP LESSONS INC
Nonprofit Organization·Los Angeles
2020 MOM POLICY CENTER FOR MATERNAL
Nonprofit Organization·LOS ANGELES
20 20 ORACLE SOLUTIONS
Nonprofit Organization·Los Angeles
2301 LA HOLDINGS
Nonprofit Organization·LOS ANGELES
2335 Route 10 Hamden - CT Inc
Nonprofit Organization·Los Angeles
240 INC
Nonprofit Organization·LOS ANGELES
249G ACRES
Nonprofit Organization·Los Angeles
24TH STREET THEATRE
Nonprofit Organization·LOS ANGELES
25 DREAM CAMPAIGN
Nonprofit Organization·Los angeles
2 EXTREMES
Nonprofit Organization·Los Angeles
2 FISH 5 LOAVES ENRICHMENT PROJECT
Nonprofit Organization·LOS ANGELES
2 HANDS 2 EMPLOY
Nonprofit Organization·LOS ANGELES
2HUNNED INC
Nonprofit Organization·Compton
2ND AVE SOUTH BLOCK CLUB
Nonprofit Organization·INGLEWOOD
2ND FAMILY
Nonprofit Organization·Inglewood
3 1 U S A
Nonprofit Organization·LOS ANGELES
3 1 WOMMENS ASSOCIATION IN USA
Nonprofit Organization·Los Angeles
3 1 YOUTH LEADERSHIP
Nonprofit Organization·LOS ANGELES
3200 ADAMS HOLDING CORP
Nonprofit Organization·LOS ANGELES
356 FOUNDATION INC
Nonprofit Organization·LOS ANGELES
3C COMMUNITY CLINIC
Nonprofit Organization·LOS ANGELES