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.
View Top Employees from Toplitzky&Co| Website | http://www.toplitzky.com |
| Revenue | $5 million |
| Employees | 10 (6 on RocketReach) |
| Founded | 1980 |
| Address | 8383 Wilshire Blvd Suite 240, Beverly Hills, California 90211, US |
| Phone | (323) 658-5477 |
| Industry | Financial Services, Finance General, Finance |
| Competitors | Copper Canyon Wealth Management, Seamount Financial Group, Inc., Selkirk Wealth Advisors, LLC, Waterford Advisors, LLC |
| SIC | SIC Code 67 Companies, SIC Code 673 Companies |
| NAICS | NAICS Code 52399 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 523991 Companies, NAICS Code 52 Companies |
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Toplitzky&Co Questions
The Toplitzky&Co annual revenue was $5 million in 2024.
Jordan Toplitzky is the Managing Director of Toplitzky&Co.
6 people are employed at Toplitzky&Co.
Toplitzky&Co is based in Beverly Hills, California.
The NAICS codes for Toplitzky&Co are [52399, 5239, 523, 523991, 52].
The SIC codes for Toplitzky&Co are [67, 673].
Top Toplitzky&Co Employees
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