Toplitzky&Co
Financial Services
8383 Wilshire Blvd
11 employees
- Employees
- 11
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Toplitzky&Co Overview
- Headquarters
- 8383 Wilshire Blvd
- Phone Number
- Available in AeroLeads
- Website
- toplitzky.com
- Industry
- Financial Services
- Employees
- 11
- Founded
- 1980
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Toplitzky&Co
Established in 1980, Toplitzky&Co is the independent, strategic financial partner for high net worth individuals, business owners and executives. We are CPAs and accountants specializing in multi-family office, business management and tax planning and compliance. Having forged life-long and high value partnerships with our clients, we often serve as trustees of their family trusts and as officers and directors of their businesses, private investments, and charitable foundations. From over forty years of service we know that wealth is created from opportunities forged out of effort, discipline and creativity. We thrive on the challenge that each of our clients has a unique puzzle to solve. Our perspective creates new opportunities.
Toplitzky&Co Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Toplitzky&Co Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jordan Toplitzky | Multi-family Office & Business | Beverly Hills, California, United States |
Email
Phone
|
| Harlan Toplitzky | Partner @ Toplitzky&co - Multifamily | Los Angeles, California, United States |
Email
Phone
|
| Shawn Kagan | Tax Director at Toplitzky&co | Agoura Hills, California, United States |
Email
|
| Cherrie Brown | Exec. Assistant at Toplitzky & Co. | Beverly Hills, California, United States |
View
|
Employees by Management Level
Individual contributor
2 profiles
Director
1 profile
Manager
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 0 |
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