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ANGELES FAMILY OFFICE
ANGELES FAMILY OFFICE, LLC
CRD 338266 · SEC 801-134854
429 SANTA MONICA BLVD, SUITE 650, SANTA MONICA, CA, 90401, United States
Phone
310-393-6300
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$182.0M
Discretionary AUM
$49.0M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 18 | $142.9M |
| Charitable organizations | 1 | $2.5M |
| Corporations/business entities | 4 | $36.5M |
States served
CA, CO, NY, TX
Official SEC filing: View on IAPD