Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in El Segundo, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 10 vetted financial advisors and non-vetted financial advisors in El Segundo, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in El Segundo, California have an average of 17 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
IM GLOBAL PARTNER FUND MANAGEMENT LLC 2301 Rosecrans Avenue, Suite 2150 El Segundo, CA, 90245 | 110005 | $3,324,561,725 | 13 | A Percentage of AUM |
OMNICAP GROUP LLC 2286 E. Maple Ave, El Segundo, CA, 90245 | 133387 | $3,062,845,000 | 245 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
GRANITE INVESTMENT PARTNERS, LLC 2321 Rosecrans Avenue, Suite 4200 El Segundo, CA, 90245 | 150632 | $2,627,340,127 | 2132 | A Percentage of AUM, Performance Based |
HALSEYPOINT ASSET MANAGEMENT 200 N. Pacific Coast Highway, Suite 675 El Segundo, CA, 90245 | 305194 | $2,593,672,656 | 8 | A Percentage of AUM, Performance Based |
PACIFIC INCOME ADVISERS INC 2321 Rosecrans Ave., Suite 1260 El Segundo, CA, 90245-4987 | 104719 | $1,831,014,000 | 2509 | A Percentage of AUM |
MONOGRAPH WEALTH ADVISORS, LLC 830 South Pacific Coast Highway, Suite 202, El Segundo, CA, 90245 | 173949 | $1,782,938,774 | 880 | A Percentage of AUM, Fixed Fees, Other (CUSTOM WEALTH PLANNING SERVICES) |
CALMWATER CAPITAL 507 S Douglas St, 2nd Floor, El Segundo, CA, 90245 | 282617 | $1,449,278,994 | 7 | A Percentage of AUM, Performance Based |
THOROFARE, LLC 100 North Pacific Coast Highway, Suite 2050 El Segundo, CA, 90245 | 171293 | $1,412,607,371 | 2 | A Percentage of AUM, Performance Based, Other (ORIGINATION FEES, DEFERRED ORIGINATION FEES, MODIFICATION FEES) |
CS CAPITAL MANAGEMENT INC 2274 E Maple Ave, El Segundo, CA, 90245-6507 | 106492 | $1,374,259,694 | 2 | A Percentage of AUM, Fixed Fees, Performance Based |
VALIDUS CAPITAL LLC 2221 Rosecrans Avenue, Suite 150 El Segundo, CA, 90245 | 319212 | $1,345,497,137 | 2396 | A Percentage of AUM, Hourly charges, Fixed Fees |
ARX MANAGEMENT, LLC 1730 E Holly Ave, El Segundo, CA, 90245 | 305659 | $1,029,441,874 | 33 | A Percentage of AUM, Fixed Fees |
REGATTA CAPITAL GROUP, LLC 880 Apollo St., Suite 129 El Segundo, CA, 90245 | 145363 | $1,017,962,240 | 3231 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
TRANSOM CAPITAL GROUP 100 N. Pacific Coast Highway, Suite 1725 El Segundo, CA, 90245 | 170459 | $961,470,771 | 8 | A Percentage of AUM, Performance Based |
CURATED WEALTH PARTNERS, LLC 2321 Rosecrans Avenue, Suite 2215 El Segundo, CA, 90245 | 297852 | $730,000,000 | 198 | A Percentage of AUM, Fixed Fees, Other (CARRIED INTEREST FROM PRIVATE FUND) |
PHAEACIAN PARTNERS LLC 880 Apollo Street, Suite 222 El Segundo, CA, 90245 | 307899 | $640,609,412 | 4 | A Percentage of AUM, Performance Based |
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