Angeles Investment Advisors
Santa Monica, CA·SEC-registered · CRD #110213
Angeles Investment Advisors is an SEC-registered investment advisory firm in Santa Monica, CA managing $7.3B across 66 client accounts, with 17 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$7.3B
Client accounts
66
Advisory staff
17
Fee model
Fee-based
How Angeles Investment Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Angeles Investment Advisors
How much does Angeles Investment Advisors manage?
Per its most recent SEC Form ADV filing (03/13/2026), Angeles Investment Advisors reports $7.3B in regulatory assets under management across roughly 66 client accounts.
How does Angeles Investment Advisors charge?
Angeles Investment Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Angeles Investment Advisors a fiduciary?
Yes. Angeles Investment Advisors is registered with the U.S. Securities and Exchange Commission (CRD #110213), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Angeles Investment Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Angeles Investment Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Santa Monica, CA
Profile compiled from Angeles Investment Advisors's public SEC Form ADV filing (CRD #110213, filed 03/13/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Angeles Investment Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Angeles Investment Advisors? Claim this profile.