Angeles Investment Advisors

$7.27BAssets under management
as of Jul 2026 · SEC Form ADV
Santa Monica, CA
Visit websiteLinkedIn
No one on Advicer is connected to this yet.

Tech stack

No one at Angeles Investment Advisors has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Angeles Investment Advisors's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $1.4B held · filed Jul 2024
BNY
Per Form ADV · $975M held · filed Jul 2024
Performance Reporting