Overview
Assets Under Management: $7.5 billion
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 486
Average Client Assets: $14.1 million
Frequently Asked Questions
BEL AIR INVESTMENT ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104580), BEL AIR INVESTMENT ADVISORS LLC is subject to fiduciary duty under federal law.
BEL AIR INVESTMENT ADVISORS LLC is headquartered in LOS ANGELES, CA.
BEL AIR INVESTMENT ADVISORS LLC serves 486 high-net-worth clients according to their SEC filing dated March 23, 2018. View client details ↓
According to their SEC Form ADV, BEL AIR INVESTMENT ADVISORS LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BEL AIR INVESTMENT ADVISORS LLC manages $7.5 billion in client assets according to their SEC filing dated March 23, 2018.
According to their SEC Form ADV, BEL AIR INVESTMENT ADVISORS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 486
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.93%
Average Client Assets: $14.1 million
Total Client Accounts: 1,459
Discretionary Accounts: 1,456
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 104580
Filing ID: 1195806
Last Filing Date: 2018-03-23 11:44:00