ANGELES FAMILY OFFICE

RIASEC RegisteredEst. 2026

Total AUM

$182M

Discretionary

$49M

27% of AUM

Avg account

$805K

Accounts

226

Employees

Advisory reps

Firm details

Headquarters: SANTA MONICA, California
CRD number: 338266
Registered since: January 8, 2026
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI78.53%
Corporations / Businesses20.07%
Charitable Organizations1.4%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Angeles Family Office is organized as an LLC and operates as an independent registered investment adviser and capital allocator. The firm serves both individual and family clients as well as institutional clients, and it offers a mix of financial planning, portfolio management for individuals/small businesses and for businesses/institutions, and the selection of other advisers. The business also conducts other financial product sales. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The adviser is SEC-registered (registration year listed as 2026) and is not identified as an ESG-focused investor.