| Name | Title | Contact Details |
|---|
Angeles Wealth Management is a national, SEC-registered wealth management firm serving generationally wealthy families. Providing ultra-high-net-worth families with comprehensive wealth advice and institutional-quality investment solutions typically available to large institutional investors, the firm`s private wealth clients gain access to an institutional caliber investment process and opportunity set by investing alongside its affiliate, $36B AUA Angeles Investment Advisors, an advisor to prestigious endowments, foundations, and institutions. Angeles Wealth works with the families its serves to understand their unique needs, including generational planning, family dynamics and charitable goals. Founded in 2011, Angeles Wealth is headquartered in Santa Monica, and has offices in New York City, Chicago and Houston.
Convergent Capital Management is a Chicago, IL-based company in the Financial Services sector.
AXA Rosenberg Group LLC is the specialist active global equity investment management firm within the AXA Investment Managers group.
Osborne Partners is a San Francisco, CA-based company in the Financial Services sector.
I-Bankers Securities is a Santa Monica, CA-based company in the Financial Services sector.