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Building 2ANGELES INVESTMENT ADVISORS

Map pinSANTA MONICA, CA
Phone310-393-6300
NotebookSEC #801-60042
Total AUM
$7.3B
Employees
28
Clients
61

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
8:00 AM TO 5:00 PM PST
Monday - Friday
Phone
310-393-6300

ReceiptFinancials

Total AUM
$7.3B
Accounts
61
Discretionary
$6B
Accounts
56
Non-Discretionary
$1.3B
Accounts
5

ContactClients

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HNW Individual Clients
5
AUM
$157.2M
Pooled Vehicle Clients
17
AUM
$4.3B
Pension/Profit Sharing Plan Clients
6
AUM
$388.5M
Charitable Organization Clients
32
AUM
$2.4B
Corporation or Business Clients
1
AUM
$62.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CADETX

HandshakeAffiliates

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Affiliates
Reported 16 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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