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Orin Alan Winick

Manhattan West Asset Management, LLC

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About Orin Alan Winick

Orin Winick is a financial advisor with Manhattan West Asset Management, LLC. Orin has been in the financial industry for over 20 years. Orin is registered with the state of California. Orin's previous employers include Barclays Capital Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Orin has passed the Series 66 and Series 7 exams.

Firm Information

Orin Winick is currently registered with Manhattan West Asset Management, LLC. Manhattan West Asset Management, LLC is an investment advisor based in Los Angeles, California. The firm manages approximately $1 billion to $10 billion in assets and provides a range of services, including financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. The firm primarily serves high-net-worth individuals, corporations or other businesses, and pooled investment vehicles.
Manhattan West Asset Management, LLC

1999 AVENUE OF THE STARS

LOS ANGELES, CA 90067

$1.04B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Orin Winick’s Registration & Firm History

CA

07/12/2023 - Present

Manhattan West Asset Management, LLC (LOS ANGELES CA)

CA

07/23/2010 - 06/13/2014

BARCLAYS CAPITAL INC. (LOS ANGELES CA)

CA

08/09/2002 - 07/27/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)

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Licenses & Designations

BOTH

Issued 07/03/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/19/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Orin Alan Winick.
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