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Building 2ANGELES FAMILY OFFICE

Map pinSANTA MONICA, CA
Phone310-393-6300
NotebookSEC #801-134854
Total AUM
$182M
Employees
5
Clients
23

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
429 SANTA MONICA BLVD
SUITE 650
SANTA MONICA
CA 90401
United States
Operating Hours
8 AM - 4 PM
Monday - Friday
Phone
310-393-6300
Other Offices
1

ReceiptFinancials

Total AUM
$182M
Accounts
226
Discretionary
$49M
Accounts
20
Non-Discretionary
$133M
Accounts
206

ContactClients

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HNW Individual Clients
18
AUM
$142.9M
Charitable Organization Clients
1
AUM
$2.5M
Corporation or Business Clients
4
AUM
$36.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANY

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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