4.0Jan 21, 2017Anonymous employeeFormer employeeRecommendCEO approvalBusiness outlookProsGreat culture and firm to work for!ConsSomewhat disorganized and a decent amount of down time.Show more
5.0Mar 27, 2024AssociateFormer employee, more than 3 yearsWestlake Village, Los Angeles, CARecommendCEO approvalBusiness outlookProsFriendly & Diverse Work Environment Experiencing Strong Growth Exceptional Leadership Team Supports Career DevelopmentConsNot Fully Remote Occasional Communication Gaps between TeamsShow moreHelpfulShare
3.0Dec 6, 2024Client services associateCurrent employeeWestlake Village, CARecommendCEO approvalBusiness outlookProsGood people and good culture; hybridConsno growth opportunities unless you want to be a financial advisorShow moreHelpfulShare