Angeleno Group, LLC
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Overview
Angeleno Group, LLC is a financial advisory company located in Los Angeles, California. It handles $541.1 million in total assets across 14 accounts, making it one of the larger firms in the nation by assets under management (AUM). Angeleno Group, LLC has a small group, including 7 financial advisors. Angeleno Group, LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal assets like bonds, equities and options.
Angeleno Group, LLC manages all of the firm's accounts in a discretionary manner. Discretionary management signifies that transaction judgments are made by a portfolio manager without requiring the client's consent. The advisory firm administers an average of $38.6 million in assets for every customer account. The typical advisor at Angeleno Group, LLC oversees around two client accounts, making it one of the most individualized financial advisor firms in the country.
Angeleno Group, LLC's main office is located at 2029 Century Park East, Los Angeles, California 90067. It is legally registered to provide services to clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Angeleno Group, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$541.1 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
11
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
14
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$38.6 million
Fee Structure
Fees charged by financial advisors are based on which service is offered. Fees billed by Angeleno Group, LLC most likely include any blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles. Out of its 14 accounts, Angeleno Group, LLC's largest client group by number of accounts is pooled investment vehicles. About 14% of its customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Angeleno Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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