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ANGELES INVESTMENT ADVISORS

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

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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 $6,205,814,983 assets under management, offering retirement planning & investment advisory services to 61 clients. The firm is staffed with 33 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110213
SEC# 801-60042
Assets Managed by Firm $6,205,814,983
No. of Clients 61
No. of Advisors 33

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total61$6,205,814,983
High net worth individuals5$116,424,762
Pension and profit sharing plans9$504,219,070
Charitable organizations34$2,132,781,949
Corporations or other businesses1$26,091,481
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BLACKROCK FUND ADVISORS
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$2,406,691,634,676481754
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
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$2,248,547,388,86327823177
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
211 Main Street
San Francisco, CA, 94105
$782,620,910,1602420411007
DODGE & COX
555 California Street, 40th Floor
San Francisco, CA, 94104
$322,933,193,102762295

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