ANGELES INVESTMENT ADVISORS

429 Santa Monica Blvd.
Suite 650
Santa Monica, California 90401
Tel: 310-393-6300

About ANGELES INVESTMENT ADVISORS

ANGELES INVESTMENT ADVISORS, formally registered with the SEC as ANGELES INVESTMENT ADVISORS. The firm was established in 02/20/2001. They have over 1 offices throughout the country.

ANGELES INVESTMENT ADVISORS is a Santa Monica, California based Financial Planning firm with nearly $6,415,145,168 assets under management, offering retirement planning & investment advisory services to 60 clients. The firm is staffed with 33 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110213
SEC#	801-60042
Assets Managed by Firm	$6,415,145,168
No. of Clients	60
No. of Advisors	33

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	60	$6,415,145,168
High net worth individuals	5	$133,350,096
Pension and profit sharing plans	8	$418,873,782
Charitable organizations	32	$1,439,837,465
Corporations or other businesses	1	$52,068,061

More Retirement Planning firms in Santa Monica, California:

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BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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