| Andrew D. Geller - UBS Financial Services Inc. |
1999 Avenue of the Stars 36th Floor, Los Angeles, CA 90067 |
|
31077xxxx1 |
ale*******@u**.com |
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| Innovative Wealth Strategists |
6767 Forest Lawn Dr STE 120, Los Angeles, CA 90068 |
|
32387xxxx0 |
bru**@i************.com |
4 |
4 |
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| The Mahoney Group - UBS Financial Services Inc. |
2000 Avenue of the Stars 7th. Floor, Los Angeles, CA 90067 |
|
31073xxxx1 |
abc*******@u**.com |
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| NWF Advisory Group Inc |
11835 W Olympic Blvd # 1150E, Los Angeles, CA 90064 |
|
31047xxxx4 |
aak***@n**********.com |
4 |
2 |
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| Stewardship Wealth Management - UBS Financial Services Inc. |
2000 Avenue of the Stars, North 7th. Floor, Los Angeles, CA 90067 |
|
31073xxxx5 |
abc*******@u**.com |
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| Merrill Lynch Private Wealth Advisor Danielle M Prunier |
2049 Century Park E STE 1200, Los Angeles, CA 90067 |
|
31085xxxx4 |
bro*********@m*.com |
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| Lumen Wealth Group |
10000 Washington Blvd fl 6, Culver City, CA 90232 |
|
42433xxxx3 |
aar************@r***********.com |
5.02 |
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17450 |
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18000 |
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| Angeles Investment Advisors |
429 Santa Monica Blvd, Santa Monica, CA 90401 |
|
31039xxxx0 |
adr*****@a**************.com |
5 |
1 |
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60 |
4 |
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| Pathway Financial Services, LLC |
13101 Washington Blvd #241, Los Angeles, CA 90066 |
|
31043xxxx7 |
bba****@p***********************.com |
5 |
18 |
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| AdvicePeriod |
2121 Avenue of the Stars, Los Angeles, CA 90067 |
|
42428xxxx0 |
ada*******@a***********.com |
5 |
1 |
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117 |
15 |
144 |
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| ACap Advisors & Accountants: Wealth Management and Accounting Services |
12031 Ventura Blvd Suite 1, Los Angeles, CA 91604 |
|
81827xxxx1 |
aca***@a*****.com |
4.8 |
26 |
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2019 |
78 |
1800 |
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| Merrill Lynch Wealth Management Advisor Paul F Wetmore |
333 S Hope St, Los Angeles, CA 90071 |
|
21323xxxx4 |
ale*********@m*.com |
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| Wise River Advisors - UBS Financial Services Inc. |
2000 Avenue of the Stars 7th. Floor, Los Angeles, CA 90067 |
|
31073xxxx2 |
abc*******@u**.com |
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| Private Family Wealth Partners - UBS Financial Services Inc. |
2000 Avenue of the Stars 7th. Floor, Los Angeles, CA 90067 |
|
31073xxxx6 |
ade********@u**.com |
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| RBC Wealth Management Branch - Beverly Hills |
9465 Wilshire Blvd Suite 700, Beverly Hills, CA 90212 |
|
31027xxxx0 |
rbc*********@r**.com |
5 |
1 |
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14777 |
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16000 |
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| Created Wealth Advisory |
4081 Redwood Ave, Los Angeles, CA 90066 |
|
31060xxxx2 |
aj@c************.com |
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| Merrill Lynch Financial Advisor Jay Hyunjoon Hwang |
333 S Hope St, Los Angeles, CA 90071 |
|
21323xxxx7 |
ale*********@m*.com |
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| Fortify Capital Wealth Management & Insurance Services |
11111 Santa Monica Blvd Suite 1100, Los Angeles, CA 90025 |
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ben************@n*.com |
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48 |
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| Bel Air Investment Advisors |
1999 Avenue of the Stars #3200, Los Angeles, CA 90067 |
|
31022xxxx0 |
abh*****@b*********.com |
5 |
2 |
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| Fortress Wealth Management |
9696 Culver Blvd #208, Culver City, CA 90232 |
|
31089xxxx6 |
inf*@f**************.com |
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| Shamrock Capital Advisors LLC |
1100 Glendon Ave # 1600, Los Angeles, CA 90024 |
|
31097xxxx0 |
aal*****@s**********.com |
2.6 |
10 |
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| Roger Stephens - RBC Wealth Management Financial Advisor |
555 S Flower St Fl 22, Los Angeles, CA 90071 |
|
21326xxxx9 |
wms**********@r**.com |
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10947 |
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12226 |
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| The Marti Group |
2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067 |
|
42460xxxx0 |
ram*****************@r*****.com |
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| EFC Wealth Management Firm |
5777 W Century Blvd #985, Los Angeles, CA 90045 |
|
31064xxxx1 |
aly***@e******************.com |
4.8 |
16 |
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400 |
9 |
424 |
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| Samuel Rad - Fiduciary Financial Advisor |
226 S Beverly Dr Suite 200, Beverly Hills, CA 90212 |
|
31093xxxx6 |
|
4.6 |
9 |
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| Michael R. Lampert, Chartered Financial Consultant |
1990 S Bundy Dr, Los Angeles, CA 90025 |
|
81829xxxx8 |
clu*****@p*****.com |
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24468 |
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| Creative Planning |
15303 Ventura Blvd #900, Sherman Oaks, CA 91403 |
|
86627xxxx8 |
a.j******@c***************.com |
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6352 |
125 |
7200 |
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| Merrill Lynch Financial Advisor Garrett Morgan |
333 S Hope St, Los Angeles, CA 90071 |
|
21323xxxx9 |
ale*********@m*.com |
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| Churchill Management Group - Los Angeles |
5900 Wilshire Blvd #400, Los Angeles, CA 90036 |
|
87793xxxx0 |
ach*@c******************.com |
3 |
4 |
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166 |
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219 |
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| Charles Schwab |
355 S Grand Ave Ste 110, Los Angeles, CA 90071 |
|
21325xxxx0 |
app*******************@s*****.com |
3 |
13 |
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| Merrill Lynch Financial Advisor Kevin P Hanley |
333 S Hope St, Los Angeles, CA 90071 |
|
80039xxxx3 |
ale*********@m*.com |
5 |
2 |
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| Wedbush Securities |
1000 Wilshire Blvd, Los Angeles, CA 90017 |
|
21368xxxx0 |
a.c**@w******.com |
2.9 |
14 |
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4510 |
289 |
4500 |
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| Zachary Stein - TIAA Wealth Management Advisor |
1801 Century Park E Suite 800, Los Angeles, CA 90067 |
|
80086xxxx6 |
acc**********@t***.org |
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90969 |
524 |
91000 |
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| First Republic Bank |
1888 Century Park E, Los Angeles, CA 90067 |
|
31071xxxx8 |
aac**********@f************.com |
3 |
10 |
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| Merrill Lynch Financial Advisor Raymond Conboy |
333 S Hope St, Los Angeles, CA 90071 |
|
21378xxxx2 |
bri************@b***.com |
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| U.S. Bancorp Investments - Financial Advisors: Los Angeles |
633 W 5th St, Los Angeles, CA 90071 |
|
21361xxxx8 |
aar************@u*****.com |
|
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|
345615 |
5351 |
348000 |
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| Urban Wealth Management Group |
841 Apollo St #320, El Segundo, CA 90245 |
|
42427xxxx0 |
bhu*****************@u******.com |
5 |
12 |
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4.9 |
38 |
591 |
2 |
652 |
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| Trapani, Calvert & Meyer Wealth Management & Insurance Services |
515 Flower St Fl 11, Los Angeles, CA 90071 |
|
|
ale***********@n*.com |
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179 |
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| Wingfield Wealth Management Group - Morgan Stanley |
10960 Wilshire Blvd Ste 2000, Los Angeles, CA 90024 |
|
31044xxxx8 |
acc**********@m************.com |
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| U.S. Bancorp Investments - Financial Advisors: Los Angeles |
445 S Figueroa St, Los Angeles, CA 90071 |
|
21335xxxx6 |
aar************@u*****.com |
|
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|
345287 |
5556 |
347000 |
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| Case Studies - UBS Financial Services Inc. |
2000 Avenue of the Stars 7th. Floor, Los Angeles, CA 90067 |
|
31073xxxx5 |
abc***@u**.com |
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| U.S. Bancorp Investments - Financial Advisors: Los Angeles |
2566 Overland Ave, Los Angeles, CA 90064 |
|
31094xxxx2 |
aar************@u*****.com |
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|
345287 |
5556 |
347000 |
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| WellAcre Global Wealth Advisors | Certified Financial Planner Santa Monica, CA |
520 Broadway #200, Santa Monica, CA 90401 |
|
31022xxxx6 |
asc***@w*********.com |
5 |
14 |
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241 |
|
249 |
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| West LA Financial Center |
2999 Overland Ave, Los Angeles, CA 90064 |
|
31087xxxx4 |
aab***@w*****************.com |
4.6 |
9 |
|
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|
23736 |
11690 |
28000 |
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| Northwestern Mutual Financial: Wegge Michael |
515 Flower St # 33, Los Angeles, CA 90071 |
|
21324xxxx0 |
a.-***********@n*****************.com |
5 |
1 |
|
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|
107342 |
16225 |
108000 |
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| Merrill Lynch Financial Advisor Annterese Toth |
333 S Hope St Suite 3900, Los Angeles, CA 90071 |
|
85838xxxx2 |
ale*********@m*.com |
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| Navalign Wealth Partners | Fiduciary Financial Planning and Investment Services |
15910 Ventura Blvd #1605, Encino, CA 91436 |
|
85536xxxx0 |
chr**@n*******.com |
5 |
16 |
|
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|
3356 |
49 |
3300 |
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| ESW Group - Morgan Stanley |
444 Flower St 34th Floor, Los Angeles, CA 90071 |
|
80032xxxx4 |
acm***********@m************.com |
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| UBS Financial Services Inc. |
1999 Avenue of the Stars Suite 3600, Los Angeles, CA 90067 |
|
31077xxxx0 |
ale*******@u**.com |
5 |
1 |
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|
| Merrill Lynch Financial Advisor Keith T Tanabe |
333 S Hope St 39th Floor, Los Angeles, CA 90071 |
|
21323xxxx1 |
ale*********@m*.com |
|
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| Hermosa Wealth Management |
2447 CA-1 2nd Floor, Hermosa Beach, CA 90254 |
|
31087xxxx0 |
gxx**********@h************.com |
5 |
6 |
|
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64 |
|
91 |
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|
| The Wacker, Demko, Lendi, Jaeggi, Bemel Team - UBS Financial Services Inc. |
2000 Avenue of the Stars 7th. Floor, Los Angeles, CA 90067 |
|
31073xxxx0 |
abc*******@u**.com |
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| Jac B Stulberg - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2029 Century Park E Ste 2550, Los Angeles, CA 90067 |
|
42434xxxx1 |
ado********@a***.com |
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| Planned Asset Management |
27001 Agoura Rd #150, Calabasas, CA 91301 |
|
81870xxxx8 |
awi**@e*****.com |
5 |
3 |
|
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|
|
279 |
31 |
299 |
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| Wealth Enhancement Group |
12121 Wilshire Blvd #1250, Los Angeles, CA 90025 |
|
31077xxxx0 |
aba****@w****************.com |
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| Northwestern Mutual |
515 Flower St fl 34, Los Angeles, CA 90071 |
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21324xxxx0 |
a.-***********@n*****************.com |
4.4 |
29 |
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107342 |
16225 |
108000 |
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| Merrill Lynch Financial Advisor Justin J Holcher |
333 S Hope St, Los Angeles, CA 90071 |
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21323xxxx6 |
ale*********@m*.com |
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| PNC Private Bank |
10250 Constellation Blvd #1500, Los Angeles, CA 90067 |
|
88876xxxx6 |
aar******@p**.com |
1.5 |
2 |
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| McDonald Hartman Wealth Advisors |
11755 Wilshire Blvd #1250, Los Angeles, CA 90025 |
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31049xxxx3 |
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| Chris Bell Wealth Management |
11111 Santa Monica Blvd Suite 1100, Los Angeles, CA 90025 |
|
31090xxxx5 |
a.-***********@n*****************.com |
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| Perennial Financial Services |
11620 Wilshire Blvd #400, Los Angeles, CA 90025 |
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31044xxxx4 |
abn**@p**********.com |
5 |
1 |
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| Team WW - UBS Financial Services Inc. |
2000 Avenue of the Stars 7th. Floor, Los Angeles, CA 90067 |
|
31073xxxx9 |
abc*******@u**.com |
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| Merrill Lynch Financial Advisor Casey Sletten |
333 S Hope St, Los Angeles, CA 90071 |
|
21323xxxx0 |
ale*********@m*.com |
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| The Mid-City Group - Morgan Stanley |
444 Flower St 34th Fl, Los Angeles, CA 90071 |
|
21348xxxx1 |
acm***********@m************.com |
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| Merrill Lynch Financial Advisor Kevin E Scott |
333 S Hope St, Los Angeles, CA 90071 |
|
21323xxxx0 |
ale*********@m*.com |
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| Mercer Advisors Wealth Management |
6310 S San Vicente Blvd UNIT 404, Los Angeles, CA 90048 |
|
42421xxxx9 |
aar********@m*************.com |
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2837 |
28 |
2900 |
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| Silver Oak Wealth Advisors |
10940 Wilshire Blvd #975, Los Angeles, CA 90024 |
|
31020xxxx0 |
acr***@s**********.com |
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64 |
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| Pierre Tax and Wealth Management |
1901 Avenue of the Stars 2nd Floor, Los Angeles, CA 90067 |
|
31036xxxx8 |
eri*@p***************.com |
5 |
8 |
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1789 |
1 |
1817 |
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| Brown Wealth & Investment Management |
8609 Crenshaw Blvd #208, Inglewood, CA 90305 |
|
31073xxxx5 |
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| JSF Financial |
6300 Wilshire Blvd # 700, Los Angeles, CA 90048 |
|
32386xxxx3 |
adm**@j***********.com |
5 |
1 |
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| Allen Wolfe CERTIFIED FINANCIAL PLANNER |
515 Flower St #3400, Los Angeles, CA 90071 |
|
21324xxxx6 |
all********@n*.com |
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20 |
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26 |
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| TriPoint Wealth Management - UBS Financial Services Inc. |
1999 Avenue of the Stars 36th Floor, Los Angeles, CA 90067 |
|
31077xxxx7 |
abc*******@u**.com |
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| The Sain Wealth Management Group - Morgan Stanley |
9665 Wilshire Blvd #600, Beverly Hills, CA 90212 |
|
31028xxxx7 |
acc**********@m************.com |
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| Comprehensive Wealth Management |
3500 W Olive Ave, Burbank, CA 91505 |
|
81823xxxx9 |
bob*******@l**.com |
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| Constellation Avenue Partners - UBS Financial Services Inc. |
2000 Avenue of the Stars, North 7th. Floor, Los Angeles, CA 90067 |
|
31073xxxx8 |
abc*******@u**.com |
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| European Investment Management Services |
11661 San Vicente Blvd # 220, Los Angeles, CA 90049 |
|
31082xxxx3 |
aso***@e****.net |
5 |
10 |
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| Wealtharch Investment Services |
1122 E Green St Suite 206, Pasadena, CA 91106 |
|
62688xxxx4 |
ear*@m***********.com |
5 |
5 |
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| Tony De La Rosa - UBS Financial Services Inc. |
1999 Avenue of the Stars 36th Floor, Los Angeles, CA 90067 |
|
31077xxxx0 |
abc*******@u**.com |
5.01 |
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| Deutsche Bank Wealth Management |
1999 Avenue of the Stars, Los Angeles, CA 90067 |
|
31078xxxx1 |
dat*********@d*.com |
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| EP Wealth Advisors |
11400 W Olympic Blvd #170, Los Angeles, CA 90064 |
|
42436xxxx0 |
ab@e*******.com |
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1143 |
33 |
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| Endurance Artist Management - UBS Financial Services Inc. |
1999 Avenue of the Stars 36th Floor, Los Angeles, CA 90067 |
|
31071xxxx1 |
alb************@u**.com |
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| Frank Casillas II - Wealth Financial Advisor |
300 S Grand Ave, Los Angeles, CA 90071 |
|
21331xxxx3 |
aab****@b************.com |
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40844 |
177 |
41000 |
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| Merrill Lynch Financial Advisor Michael G Starratt |
2049 Century Park E 11th Floor, Los Angeles, CA 90067 |
|
31040xxxx4 |
ban********************@m*.com |
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| JG Wealth Management |
445 S Figueroa St 31st Floor, Los Angeles, CA 90071 |
|
20642xxxx6 |
ann@j****.com |
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1119 |
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1100 |
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| Austin Financial Services |
11150 Santa Monica Blvd # 750, Los Angeles, CA 90025 |
|
31044xxxx9 |
ahm**@a**************.com |
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| Private Wealth Management | U.S. Bank |
1800 Avenue of the Stars Ste 100, Century City, CA 90067 |
|
31029xxxx8 |
aar************@u*****.com |
1 |
1 |
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| Henney Wealth Management |
12100 Wilshire Blvd #1035, Los Angeles, CA 90025 |
|
31057xxxx7 |
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| Stonewater Financial |
1800 Century Park E Suite 230, Los Angeles, CA 90067 |
|
31040xxxx3 |
inf*@s******************.com |
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1043 |
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1000 |
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| Bluestone Wealth Management |
1000 Wilshire Blvd, Los Angeles, Ca 90017 |
|
21362xxxx0 |
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| The Wacker, Prophit, Demko, Goodenough Group - UBS Financial Services Inc. |
2000 Avenue of the Stars 7th. Floor, Los Angeles, CA 90067 |
|
31073xxxx9 |
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| Morgan Stanley Financial Advisors |
10960 Wilshire Blvd Ste 2000, Los Angeles, CA 90024 |
|
31044xxxx0 |
acc**********@m************.com |
5 |
1 |
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| Merrill Lynch Financial Advisor John Edward Klauk |
333 S Hope St 39th Floor, Los Angeles, CA 90071 |
|
21323xxxx5 |
bri************@b***.com |
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| Wolman Wealth Management |
4208 Overland Ave, Culver City, CA 90230 |
|
31023xxxx2 |
|
3.7 |
3 |
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| Cadence Wealth Advisors - UBS Financial Services Inc. |
1999 Avenue of the Stars 36th Floor, Los Angeles, CA 90067 |
|
31077xxxx6 |
abc***@u**.com |
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| Summit Wealth Management - UBS Financial Services Inc. |
1999 Avenue of the Stars 36th Floor, Los Angeles, CA 90067 |
|
31059xxxx0 |
ale*******@u**.com |
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| Platinum Wealth Advisors |
9595 Wilshire Blvd 9th Floor, Beverly Hills, CA 90212 |
|
31022xxxx6 |
joh*@p*********************.com |
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| WMPLAINC - Wealth Management Firm Los Angeles |
15760 Ventura Blvd # 700, Encino, CA 91436 |
|
84424xxxx3 |
atu*****@w*******.com |
5 |
1 |
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5 |
5 |
50 |
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52 |
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| Commonwealth Asset Management LP (CWAM) |
11755 Wilshire Blvd #2320, Los Angeles, CA 90025 |
|
42436xxxx2 |
doe*****@c********.com |
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| HK Wealth Management, Inc. |
11901 Santa Monica Blvd Ste 444, Los Angeles, CA 90025 |
|
21350xxxx4 |
aaj****@h************.com |
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4 |
15 |
| METROPOLITAN WEST ASSET MANAGEMENT |
865 S Figueroa St, Los Angeles, CA 90017 |
|
21324xxxx0 |
aal**@t**.com |
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| AGC Wealth Advisors Inc. |
12655 W Jefferson Blvd UNIT 400, Los Angeles, CA 90066 |
|
42436xxxx3 |
aco**@a********.com |
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| Everett Harris & Co |
801 S Figueroa St Ste 2050, Los Angeles, CA 90017 |
|
21362xxxx7 |
har****@e************.com |
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| Utopia Property Management | Los Angeles, CA |
6080 Center Drive, 6th Floor, Los Angeles, CA 90045 |
|
42423xxxx1 |
aar**@u***************.com |
4.2 |
36 |
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|
6532 |
104 |
6500 |
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| McW Wealth Management |
3959 Foothill Blvd Suite 204, La Crescenta-Montrose, CA 91214 |
|
21372xxxx6 |
ebe*@e*******.com |
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| Gianluca Paci - Private Client Advisor |
300 S Grand Ave, Los Angeles, CA 90071 |
|
21330xxxx3 |
aab****@b************.com |
|
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|
40845 |
130 |
41000 |
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| Carnegie Investment Counsel |
1875 Century Park E Suite 880, Los Angeles, CA 90067 |
|
31078xxxx0 |
ang*****@c*************.com |
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|
1585 |
13 |
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| Avant Advisory Group |
355 S Grand Ave Ste 2450, Los Angeles, CA 90071 |
|
21394xxxx6 |
dst***@a************.com |
4.6 |
11 |
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| Doheny Asset Management |
10877 Wilshire Blvd UNIT 1406, Los Angeles, CA 90024 |
|
31020xxxx0 |
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|
| Edward Jones - Financial Advisor: Deborah D Der-Hammett, CFP® |
1849 Sawtelle Blvd Suite 670, Los Angeles, CA 90025 |
|
31025xxxx4 |
a.j*********@e**********.com |
5 |
3 |
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97 |
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|
| Merrill Lynch Financial Advisor Charles P Charis |
333 S Hope St, Los Angeles, CA 90071 |
|
21378xxxx9 |
bri************@b***.com |
|
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| Stella Oak Financial and Insurance Services |
11150 Santa Monica Blvd # 1650, Los Angeles, CA 90025 |
|
21324xxxx5 |
acc******@n*.com |
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| JP Morgan Securities Inc |
601 S Figueroa St # 3550, Los Angeles, CA 90017 |
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21355xxxx2 |
bra*******@j*******.com |
5 |
1 |
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926435 |
6561 |
37 |
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| Rosen Capital Management |
11835 W Olympic Blvd #625e, Los Angeles, CA 90064 |
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31057xxxx3 |
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1 |
2 |
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| Ades Investment Counsel, Inc. |
11835 W Olympic Blvd #705e, Los Angeles, CA 90064 |
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31057xxxx4 |
dj@r*********.com |
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| Merrill Lynch Financial Advisor David A. Carbone |
2049 Century Park E 11th Floor, Los Angeles, CA 90067 |
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31020xxxx3 |
ale************@m*.com |
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| Private Wealth Management | U.S. Bank |
633 W 5th St 29th Floor, Los Angeles, CA 90071 |
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83396xxxx6 |
3d@u*****.com |
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345287 |
5556 |
347000 |
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| Profectus Financial |
ARCO Tower, 1055 W 7th St #3260, Los Angeles, CA 90017 |
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80081xxxx1 |
inf*@p*****************.com |
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4.7 |
9 |
156 |
6 |
154 |
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| Ellen B Holden Personal Financial Planning |
10517 Rountree Rd, Los Angeles, CA 90064 |
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31028xxxx5 |
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5 |
10 |
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| Bessemer Trust Private Wealth Management Los Angeles CA |
10250 Constellation Blvd #2600, Los Angeles, CA 90067 |
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21389xxxx0 |
glo*****@b*******.com |
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| Lenox Advisors |
444 Flower St #4200, Los Angeles, CA 90071 |
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21322xxxx0 |
aak*****@l************.com |
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160 |
28 |
170 |
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| Merrill Lynch Financial Advisor Miguel D Sanchez |
333 S Hope St, Los Angeles, CA 90071 |
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21378xxxx3 |
bri************@b***.com |
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| Together CFO- Tax Savings Preparation, Accounting, Advisor and Consultant in Los Angeles |
10801 National Blvd #602, Los Angeles, CA 90064 |
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42460xxxx7 |
ada*@t**********.com |
4.6 |
19 |
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4085 |
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4100 |
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| Merrill Lynch Wealth Management |
2049 Century Park E 11th Floor, Los Angeles, CA 90067 |
|
31085xxxx5 |
ale*********@m*.com |
3.7 |
3 |
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| Merrill Lynch Financial Advisor Matthew Coombe |
333 S Hope St, Los Angeles, CA 90071 |
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21378xxxx8 |
bri************@b***.com |
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| EP Wealth Advisors |
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 |
|
21337xxxx0 |
ab@e*******.com |
4.4 |
9 |
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1114 |
33 |
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| HK Wealth Management, Inc. |
11901 Santa Monica Blvd, Los Angeles, CA 90025 |
|
31048xxxx2 |
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4.1 |
14 |
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| The Phillips Hayes Group - UBS Financial Services Inc. |
2000 Avenue of the Stars 7th. Floor, Los Angeles, CA 90067 |
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31073xxxx1 |
abc*******@u**.com |
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| Post Advisory Group LLC |
2049 Century Park E Suite 3050, Los Angeles, CA 90067 |
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31099xxxx0 |
a.r***@p***********.com |
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| Merrill Lynch Financial Advisor Jennifer L Gershon |
333 S Hope St, Los Angeles, CA 90071 |
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21323xxxx5 |
ale*********@m*.com |
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| J.P. Morgan Private Bank |
2029 Century Park E 39th Floor, Los Angeles, CA 90067 |
|
31086xxxx8 |
abc***@j*******.com |
4 |
5 |
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90645 |
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116000 |
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| Satori Wealth Management, Inc. |
12100 Wilshire Blvd 8th floor, Los Angeles, CA 90025 |
|
31021xxxx5 |
inf*@s***********.com |
5 |
7 |
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117 |
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| The Martin Group - Morgan Stanley |
444 Flower St 34th Fl, Los Angeles, CA 90071 |
|
21348xxxx3 |
acm***********@m************.com |
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| Payden & Rygel |
333 S Grand Ave, Los Angeles, CA 90071 |
|
21362xxxx0 |
aba*****@p*****.com |
5 |
2 |
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| Merrill Lynch Private Wealth Advisor Tiffany Yu |
2049 Century Park E 11th Floor, Los Angeles, CA 90067 |
|
31040xxxx0 |
ale*********@m*.com |
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| The Khouri Group - UBS Financial Services Inc. |
2000 Avenue of the Stars 7th. Floor, Los Angeles, CA 90067 |
|
31073xxxx0 |
abc*******@u**.com |
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| Merrill Lynch Private Wealth Advisor David Tracy |
2049 Century Park E 11th Floor, Los Angeles, CA 90067 |
|
31040xxxx2 |
dav************@m*.com |
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| Merrill Lynch Financial Advisor Peter Smaldino |
333 S Hope St, Los Angeles, CA 90071 |
|
21323xxxx2 |
ale*********@m*.com |
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| ICG Advisors |
11111 Santa Monica Blvd # 2100, Los Angeles, CA 90025 |
|
42427xxxx0 |
ape********@i**********.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Jordan M Lawrence |
2049 Century Park E 11th Floor, Los Angeles, CA 90067 |
|
31085xxxx5 |
ban********************@m*.com |
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| Money Management International |
6080 Center Dr Ste. 605, Office #605, Los Angeles, CA 90045 |
|
32361xxxx4 |
ada********@m**************.org |
4.4 |
7 |
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| Benn & Capan Wealth Management Group |
2121 Avenue of the Stars #2100, Los Angeles, CA 90067 |
|
31020xxxx9 |
aar********@s*****.com |
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4782 |
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5200 |
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| Broadleaf Wealth Management - UBS Financial Services Inc. |
1999 Avenue of the Stars 36th Floor, Los Angeles, CA 90067 |
|
31077xxxx0 |
abc***@u**.com |
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| HERSHISER WEALTH MANAGEMENT GROUP |
11755 Wilshire Blvd, Los Angeles, CA 90025 |
|
42428xxxx9 |
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| Olympic Wealth Advisors - Ameriprise Financial Services, LLC |
11150 W Olympic Blvd Ste 1130, Los Angeles, CA 90064 |
|
31099xxxx6 |
ale************@a***.com |
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213 |
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217 |
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| Gabler, Nino & Associates - Ameriprise Financial Services, LLC |
2029 Century Park E Ste 2550, Los Angeles, CA 90067 |
|
42434xxxx7 |
ant************@a***.com |
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28 |
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| Billy Brandenberger - RBC Wealth Management Branch Director |
1901 Avenue of the Stars Suite 1400, Century City, CA 90067 |
|
51270xxxx8 |
lif*****@r**.com |
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| Park Wealth Management |
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71462xxxx2 |
gle******@p*******************.com |
5 |
29 |
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44 |
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39 |
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| Presidio Partners - UBS Financial Services Inc. |
2000 Avenue of the Stars, North 7th. Floor, Los Angeles, CA 90067 |
|
31073xxxx5 |
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| Public Financial Management |
555 W 5th St #3500, Los Angeles, CA 90013 |
|
21348xxxx5 |
all***@p**.com |
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| Santa Barbara Asset Management |
2049 Century Park E, Los Angeles, CA 90067 |
|
31055xxxx0 |
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| Darren Edwards - Morgan Stanley |
444 Flower St 34th Fl, Los Angeles, CA 90071 |
|
21348xxxx6 |
acm***********@m************.com |
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| Entertainment Wealth Management |
3575 Cahuenga Blvd W Suite 251, Los Angeles, CA 90068 |
|
32351xxxx9 |
joh*@e********.com |
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| Kennedy Wealth Management LLC |
23901 Calabasas Rd #1064, Calabasas, CA 91302 |
|
81822xxxx7 |
chr********@k****************.com |
4.9 |
46 |
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| John S. Buchanan, CFP, CIMA - UBS Financial Services Inc. |
1999 Avenue of the Stars 36th Floor, Los Angeles, CA 90067 |
|
31077xxxx3 |
abc*******@u**.com |
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| Merrill Lynch Financial Advisor Shyan M Ardalan |
2049 Century Park E 11th Floor, Los Angeles, CA 90067 |
|
31085xxxx1 |
ale************@m*.com |
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| PDV Financial Management |
10680 W Pico Blvd #400, Los Angeles, CA 90064 |
|
31055xxxx8 |
jsm***@p***********.com |
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| Merrill Lynch Financial Advisor Richard Baer |
333 S Hope St 39th Floor, Los Angeles, CA 90071 |
|
21323xxxx4 |
bri************@b***.com |
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| Wendell Charles Wealth Management |
1230 Rosecrans Ave #300, Manhattan Beach, CA 90266 |
|
88870xxxx5 |
e.k**********@w*************.com |
5 |
1 |
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|
586685 |
|
759000 |
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| Merrill Lynch Financial Advisor Kavi Fulena |
333 S Hope St, Los Angeles, CA 90071 |
|
21323xxxx0 |
ale*********@m*.com |
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| Alex.Brown, A Division of Raymond James |
10250 Constellation Blvd #850, Los Angeles, CA 90067 |
|
42430xxxx0 |
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| Merrill Lynch Financial Advisor Douglas M Popovich |
2049 Century Park E 11th Floor, Los Angeles, CA 90067 |
|
31077xxxx0 |
ale************@m*.com |
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| Westmount Partners |
2049 Century Park E #2500, Los Angeles, CA 90067 |
|
31055xxxx2 |
aan******@w********.com |
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| Heyman Wealth Management, LLC |
730 S Western Ave STE 200, Los Angeles, CA 90005 |
|
31077xxxx6 |
cli**********@h***********.com |
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| Jason Melvin Wealth Management |
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|
21372xxxx1 |
jas*********@n*.com |
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| Erik Klinger - Financial Advisor, Ameriprise Financial Services, LLC |
2029 Century Park E Ste 2550, Los Angeles, CA 90067 |
|
42434xxxx6 |
ant************@a***.com |
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|
418 |
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| Merrill Lynch Financial Advisor Ahmed Issa |
333 S Hope St, Los Angeles, CA 90071 |
|
21323xxxx5 |
a.i***@m*.com |
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| Legacy Multi-Family Group - UBS Financial Services Inc. |
2000 Avenue of the Stars 7th. Floor, Los Angeles, CA 90067 |
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31073xxxx2 |
abc***@u**.com |
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| Century City Wealth Management, LLC |
1901 Avenue of the Stars fl 2, Los Angeles, CA 90067 |
|
31046xxxx8 |
ato****@c**************************.com |
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709 |
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754 |
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| Merrill Lynch Financial Advisor Stanton Roseman |
333 S Hope St, Los Angeles, CA 90071 |
|
21323xxxx4 |
ale*********@m*.com |
5 |
3 |
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| Dan Rothenberg - RBC Wealth Management Financial Advisor |
555 Flower St 22nd Floor, Los Angeles, CA 90071 |
|
21326xxxx8 |
wms**********@r**.com |
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14777 |
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16000 |
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| BNY Mellon Wealth Management Los Angeles |
2029 Century Park E Suite # 4100, Los Angeles, CA 90067 |
|
84454xxxx0 |
abc@x**.com |
4 |
4 |
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| Los Angeles, Ca Branch Office - Ubs Financial Services Inc. |
515 S Flower St, Los Angeles, Ca 90071 |
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21397xxxx1 |
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| Velin & Associates Los Angeles CPA Firm - West Hollywood Accountant, Tax Prep & Financial Planning |
8159 Santa Monica Blvd ste 198/200, West Hollywood, CA 90046 |
|
32390xxxx0 |
car****@l************.org |
5 |
32 |
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| Signature Estate & Investment Advisors, LLC |
2121 Avenue of the Stars #1600, Los Angeles, CA 90067 |
|
31071xxxx3 |
ala****@s***.com |
4 |
1 |
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| White Aspen Capital |
350 S Grand Ave Suite 1800, Los Angeles, CA 90071 |
|
31049xxxx0 |
c18*****************************@s*****.wixpress |
5 |
1 |
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| Guild Investment Management, Inc. |
12400 Wilshire Blvd Suite 820, Los Angeles, CA 90025 |
|
31082xxxx0 |
ada*****@g**************.com |
3 |
2 |
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591 |
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507 |
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| Signature Investment Advisors |
2121 Avenue of the Stars #1600, Los Angeles, CA 90067 |
|
88834xxxx1 |
jsm***@s**********.com |
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| SSI Investment Management, LLC |
2121 Avenue of the Stars Suite 2050, Los Angeles, CA 90067 |
|
31059xxxx0 |
ale********@s*********.com |
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| Merrill Lynch Private Wealth Advisor Bruce Munster |
2049 Century Park E 11th Floor, Los Angeles, CA 90067 |
|
31040xxxx0 |
ann********@m*.com |
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| William E Snelson - Financial Advisor, Ameriprise Financial Services, LLC |
2029 Century Park E Ste 2550, Los Angeles, CA 90067 |
|
42434xxxx6 |
dns*****@a***.com |
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| Ascent Private Capital Management |
633 W 5th St 29th Floor, Los Angeles, CA 90071 |
|
85833xxxx4 |
ale************@u*****.com |
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| Merrill Lynch Financial Advisor David K Mozilo |
333 S Hope St, Los Angeles, CA 90071 |
|
21378xxxx7 |
ale*********@m*.com |
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| HCR Wealth Advisors |
10866 Wilshire Blvd # 1600, Los Angeles, CA 90024 |
|
31047xxxx5 |
afa****@h********.com |
4.2 |
5 |
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5 |
29 |
795 |
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849 |
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| Merrill Lynch Financial Advisor Joan Tsuei |
2049 Century Park E 11th Floor, Los Angeles, CA 90067 |
|
31085xxxx9 |
ban********************@m*.com |
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| TR Wealth Management, Inc. |
24050 Madison St Suite 215, Torrance, CA 90505 |
|
31031xxxx4 |
bi**@t*******.org |
2.8 |
8 |
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301 |
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302 |
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| PRV Wealth Management |
714 W Olympic Blvd, Los Angeles, CA 90015 |
|
21374xxxx6 |
inf*@p******************.com |
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| Bespoke360 Wealth Management Group - Morgan Stanley |
10960 Wilshire Blvd Ste 2000, Los Angeles, CA 90024 |
|
31044xxxx8 |
acm***********@m************.com |
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| O'Boyle Wealth Management |
9701 Wilshire Blvd 10Th Floor, Beverly Hills, CA 90212 |
|
31060xxxx5 |
bri**@o*******.com |
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| Merrill Lynch Private Wealth Advisor Eric A Gray |
2049 Century Park E 11th Floor, Los Angeles, CA 90067 |
|
31040xxxx9 |
ale*********@m*.com |
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| Wells Fargo Advisors |
333 S Grand Ave, Los Angeles, CA 90071 |
|
21335xxxx0 |
ada*********@w*****************.com |
5 |
3 |
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188389 |
|
189000 |
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| Century Park Wealth Management |
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and***@c************.com |
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| David G. Williams |
1000 Wilshire Blvd #1650, Los Angeles, CA 90017 |
|
21348xxxx0 |
beh****@w******************.com |
3 |
2 |
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| Capital Group |
333 S Hope St 22nd Floor, Los Angeles, CA 90071 |
|
80042xxxx5 |
aar******@t**************.com |
3.3 |
12 |
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170868 |
|
185000 |
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| Jimmy Enriquez - TIAA Wealth Management Advisor |
1801 Century Park E Suite 800, Los Angeles, CA 90067 |
|
80086xxxx6 |
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| Thompson Wealth Management |
400 Corporate Pointe Walk, Culver City, CA 90230 |
|
31031xxxx3 |
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| Computax Financial Services Inc |
1930 Wilshire Blvd # 1208, Los Angeles, CA 90057 |
|
21348xxxx0 |
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4 |
8 |
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| Merrill Lynch Financial Advisor Michael E Rische |
333 S Hope St, Los Angeles, CA 90071 |
|
21323xxxx1 |
bri************@b***.com |
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| Summit Business Advisors LLC |
2999 Overland Ave #207c, Los Angeles, CA 90064 |
|
31031xxxx0 |
inf*@s***************.com |
5 |
9 |
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84 |
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85 |
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| Morgan Stanley Private Wealth Advisors |
1999 Avenue of the Stars Suite 2400, Los Angeles, CA 90067 |
|
31078xxxx0 |
acm***********@m************.com |
5 |
2 |
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| Private Wealth Management | U.S. Bank |
1401 Wilshire Blvd, Santa Monica, CA 90403 |
|
31029xxxx8 |
aar************@u*****.com |
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345236 |
5470 |
348000 |
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| Onsight Capital Management |
11100 Santa Monica Blvd, Los Angeles, CA 90025 |
|
31029xxxx1 |
abe*******@o*********.com |
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| Wealth Management Financial Advisors |
3701 Long Beach Blvd #100, Long Beach, CA 90807 |
|
56242xxxx7 |
bab******@w*****************.com |
3.3 |
11 |
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582752 |
11 |
46 |
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| Octavia Wealth Advisors |
12400 Wilshire Blvd Suite 1440, Los Angeles, CA 90025 |
|
31023xxxx2 |
ale***@o********.com |
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5 |
21 |
311 |
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325 |
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| McIntosh Capital Advisors, Inc. |
2566 Overland Ave Suite 695, Los Angeles, CA 90064 |
|
31047xxxx6 |
alf*****@m**************.com |
5 |
1 |
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| Dorsey Wealth Management |
21250 Hawthorne Blvd Suite 500, Torrance, CA 90503 |
|
31037xxxx6 |
ang***@d***********.com |
5 |
9 |
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| Yekani Private Wealth Management & Real Estate |
6300 Canoga Ave Suite 1100, Woodland Hills, CA 91367 |
|
80022xxxx9 |
sub***@y***********.com |
4.1 |
14 |
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| EVENTUS ASSET MANAGEMENT |
3530 Wilshire Blvd penthouse 1850, Los Angeles, CA 90010 |
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|
inf*@s****.com |
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197 |
2 |
198 |
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| Gerber Kawasaki Wealth and Investment Management |
2716 Ocean Park Blvd #2020, Santa Monica, CA 90405 |
|
31039xxxx7 |
a18*****************************@s*****.wixpress |
4.5 |
142 |
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| Merrill Lynch Financial Advisor Jonathan N. Sheffield |
333 S Hope St Suite 3900, Los Angeles, CA 90071 |
|
21378xxxx5 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor Chad C. McCoy |
333 S Hope St, Los Angeles, CA 90071 |
|
21323xxxx3 |
ale*********@m*.com |
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| Krane Financial Solutions |
11500 W Olympic Blvd #200, Los Angeles, CA 90064 |
|
31023xxxx1 |
inf*@k**********************.com |
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| Alex Rene Chivarsky - UBS Financial Services Inc. |
2000 Avenue of the Stars, North 7th. Floor, Los Angeles, CA 90067 |
|
31073xxxx5 |
abc*******@u**.com |
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| Merrill Lynch Financial Advisor Zachariah Klippel |
2049 Century Park E 11th Floor, Los Angeles, CA 90067 |
|
31085xxxx5 |
ban********************@m*.com |
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| The Wealth Collective, LLC |
360 E 2nd St Floor 8, Los Angeles, CA 90012 |
|
31090xxxx3 |
use*@d*****.com |
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| Los Angeles Capital Management |
11150 CA-2 #200, Los Angeles, CA 90025 |
|
31047xxxx8 |
abo*****@l*****.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Jerry Au |
333 S Hope St, Los Angeles, CA 90071 |
|
21323xxxx3 |
bri************@b***.com |
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| AEW Capital Management |
601 S Figueroa St # 2150, Los Angeles, CA 90017 |
|
21368xxxx1 |
aa@a**.com |
5 |
3 |
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| Merrill Lynch Private Wealth Advisor Samuel B Munster |
2049 Century Park E 11th Floor, Los Angeles, CA 90067 |
|
31040xxxx7 |
ban********************@m*.com |
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| Merrill Lynch Financial Advisor William D Brahos |
2029 Century Park E 10th Floor, Los Angeles, CA 90067 |
|
31030xxxx1 |
bri************@b***.com |
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| Serenity Wealth Management |
1223 S Roxbury Dr APT 303, Los Angeles, CA 90035 |
|
21350xxxx5 |
ash***@s***********************.com |
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| Michael Chung - RBC Wealth Management Financial Advisor |
1901 Avenue of the Stars Suite 1400, Century City, CA 90067 |
|
31078xxxx0 |
wms**********@r**.com |
|
|
|
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|
|
14784 |
|
16000 |
|
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| RBC Wealth Management Branch - Los Angeles |
555 Flower St Suite 810, Los Angeles, CA 90071 |
|
21326xxxx3 |
rbc*********@r**.com |
|
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| Miracle Mile Advisors |
11300 W Olympic Blvd #800, Los Angeles, CA 90064 |
|
31024xxxx3 |
abu******@m******************.com |
4.3 |
6 |
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31 |
2 |
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| Fenul Wealth Management LLC |
10880 Wilshire Blvd, Los Angeles, CA 90024 |
|
88833xxxx6 |
inf*@f****.com |
5 |
2 |
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| Greg Fullmer - Morgan Stanley |
444 Flower St 34th Fl, Los Angeles, CA 90071 |
|
21348xxxx0 |
acm***********@m************.com |
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| Tauro Capital Advisors, Inc. |
444 Flower St #620, Los Angeles, CA 90071 |
|
31056xxxx1 |
aab*****@t*******************.com |
5 |
3 |
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| K.W. Jones Wealth Management - Financial Advisor - Kyle W. Jones, CFP, AAMS, ADPA |
10000 Washington Blvd fl 6, Culver City, CA 90232 |
|
31025xxxx0 |
inf*@k************.com |
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269 |
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269 |
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| Equitable Advisors, LLC |
5700 Wilshire Blvd Suite 120A, Los Angeles, CA 90036 |
|
31023xxxx0 |
bre*********@e********.com |
5 |
2 |
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69 |
2 |
72 |
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| Paul Leach |
2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067 |
|
42460xxxx5 |
ram*****************@r*****.com |
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| Credence Financial Group |
3435 Wilshire Blvd # 2900, Los Angeles, CA 90010 |
|
21363xxxx0 |
cch**@c*****************.com |
5 |
1 |
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| LA Wealth Management |
177 E Colorado Blvd, Pasadena, CA 91105 |
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car*****@l*****************.com |
5 |
4 |
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| Pillar Wealth Strategies |
827 Kohler St, Los Angeles, CA 90021 |
|
94962xxxx9 |
gom**@p*********************.com |
5 |
2 |
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| Wealth Management Partners of Los Angeles, Inc. |
15760 Ventura Blvd # 700, Encino, CA 91436 |
|
81860xxxx4 |
inf*@w*******.com |
5 |
55 |
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50 |
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52 |
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| Legacy Wealth Management of Southern California - Morgan Stanley |
15260 Ventura Blvd Ste 1900, Sherman Oaks, CA 91403 |
|
81838xxxx2 |
acm***********@m************.com |
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| Northwestern Mutual - David Katz III |
515 Flower St, Los Angeles, CA 90071 |
|
21324xxxx4 |
dav**********@n*.com |
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88 |
2 |
87 |
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| U.S. Bancorp Investments - Financial Advisors: Los Angeles |
710 W Olympic Blvd, Los Angeles, CA 90015 |
|
21376xxxx9 |
aar************@u*****.com |
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345251 |
5475 |
348000 |
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| NWF Advisory Group Inc |
11835 W Olympic Blvd #1155e, Los Angeles, CA 90064 |
|
31047xxxx4 |
aak***@n**********.com |
4 |
2 |
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| Bel-Air Wealth Management - UBS Financial Services Inc. |
1999 Avenue of the Stars 36th Floor, Los Angeles, CA 90067 |
|
31077xxxx9 |
ale*******@u**.com |
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| Bernstein Global Wealth Management |
1999 Av of the Stars Ste 2100, Los Angeles, CA 90067 |
|
31028xxxx0 |
aak********@b********.com |
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| Merrill Lynch Financial Advisor Bryan Hickel |
2049 Century Park E 11th Floor, Los Angeles, CA 90067 |
|
31085xxxx7 |
ban********************@m*.com |
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| Braemar Wealth Management |
21250 Hawthorne Blvd STE 500, Torrance, CA 90503 |
|
42453xxxx2 |
inf*@b************.com |
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| Merrill Lynch Financial Advisor Asiyat Khuranova |
333 S Hope St 39th Floor, Los Angeles, CA 90071 |
|
21378xxxx6 |
bri************@b***.com |
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| Castle Wealth Advisors, LLC |
1168 S Barrington Ave #502, Los Angeles, CA 90049 |
|
42420xxxx7 |
car****@c*******************.net |
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| Howard Capital Management |
11601 Wilshire Blvd STE 2000, Los Angeles, CA 90025 |
|
31047xxxx0 |
aho****@h************.com |
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| Merrill Lynch Private Wealth Advisor Reza Zafari |
2049 Century Park E STE 1200, Los Angeles, CA 90067 |
|
31040xxxx3 |
ban********************@m*.com |
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| Shrier Wealth Management LLC |
1925 Century Park E # 2020, Los Angeles, CA 90067 |
|
31020xxxx0 |
inf*@s***********.com |
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| Merrill Lynch Financial Advisor Marc E Berman |
333 S Hope St, Los Angeles, CA 90071 |
|
21323xxxx9 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor Alexander Braun |
2049 Century Park E 11th Floor, Los Angeles, CA 90067 |
|
31020xxxx2 |
ale************@m*.com |
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| Mainsail Wealth Partners - UBS Financial Services Inc. |
2000 Avenue of the Stars 7th. Floor, Los Angeles, CA 90067 |
|
31073xxxx7 |
abc*******@u**.com |
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| Bernstein Private Wealth Management |
1999 Avenue of the Stars Suite 2100, Los Angeles, CA 90067 |
|
31028xxxx0 |
aak********@b********.com |
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| Limestone Wealth Management Group |
1000 S Hope St, Los Angeles, CA 90015 |
|
21362xxxx7 |
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| Edelman Financial Engines |
1960 E Grand Ave Suite 710, El Segundo, CA 90245 |
|
83375xxxx3 |
aar*******@e**********************.com |
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18788 |
23 |
20000 |
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| OCM Investments LLC |
333 S Grand Ave # 28, Los Angeles, CA 90071 |
|
21383xxxx0 |
3d@o*************.com |
4 |
5 |
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5309 |
|
6400 |
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| Raymond James |
350 S Grand Ave #3320, Los Angeles, CA 90071 |
|
21334xxxx0 |
aar************@r***********.com |
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17474 |
|
18000 |
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| Merrill Lynch Financial Advisor Billy Chiu |
333 S Hope St, Los Angeles, CA 90071 |
|
21378xxxx0 |
ale*********@m*.com |
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| U.S. Bank - Private Wealth Advisor: Rahel Cook |
633 W 5th St 29th Floor, Los Angeles, CA 90071 |
|
21361xxxx4 |
aar************@u*****.com |
|
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|
345435 |
5414 |
348000 |
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| Merrill Lynch Financial Advisor John A Vilardo |
333 S Hope St Suite 3900, Los Angeles, CA 90071 |
|
40423xxxx8 |
bri************@b***.com |
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| Kinetic Financial |
633 W 5th St #1050, Los Angeles, CA 90071 |
|
80071xxxx8 |
aar**@k***************.com |
4.2 |
5 |
|
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4.8 |
12 |
182 |
3 |
220 |
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| RBC Wealth Management Branch - Century City |
1901 Avenue of the Stars Suite 1400, Century City, CA 90067 |
|
31078xxxx0 |
wms**********@r**.com |
|
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14743 |
|
16000 |
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| Aspiriant Wealth Management |
11100 Santa Monica Blvd Suite 600, Los Angeles, CA 90025 |
|
31080xxxx0 |
a.m********@a********.com |
3 |
2 |
|
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128 |
14 |
149 |
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| JMJ Wealth Management |
Equitable Life Building, 3435 Wilshire Blvd STE 300, Los Angeles, CA 90010 |
|
21338xxxx2 |
|
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| American Wealth Management Association |
|
|
32370xxxx8 |
|
5 |
4 |
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| Morlin Asset Management LP |
444 Flower St # 500, Los Angeles, CA 90071 |
|
21362xxxx2 |
a.c*******@m*********.com |
4 |
1 |
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| Pacific Oak Wealth Management |
11835 W Olympic Blvd #775, Los Angeles, CA 90064 |
|
31047xxxx9 |
|
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| InnoVise Family Wealth Advisors |
10100 Santa Monica Blvd Suite 925, Los Angeles, CA 90067 |
|
31038xxxx8 |
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| Bank of America Private Client Advisor Ashley Rochester |
2049 Century Park E, Los Angeles, CA 90067 |
|
31078xxxx6 |
ban**********@e****.bankofamerica |
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| Merrill Lynch Private Wealth Advisor Cheryl Catharine Smith |
2049 Century Park E STE 1200, Los Angeles, CA 90067 |
|
92594xxxx2 |
ali*************@m*.com |
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| HFM Advisors |
2999 Overland Ave #207a, Los Angeles, CA 90064 |
|
31047xxxx8 |
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| The Garemani Wealth Management Group - Morgan Stanley |
9665 Wilshire Blvd #600, Beverly Hills, CA 90212 |
|
31055xxxx3 |
acc**********@m************.com |
5 |
1 |
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| U.S. Bank - Private Wealth Advisor: Maria Pilar Pettys |
633 W 5th St 29th Floor, Los Angeles, CA 90071 |
|
21361xxxx3 |
aar************@u*****.com |
|
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|
345613 |
5351 |
348000 |
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| Carolyn Hemann - Private Wealth Advisor, Ameriprise Financial Services, LLC |
11835 W Olympic Blvd Ste 735 East, Los Angeles, CA 90064 |
|
31047xxxx0 |
car*************@a***.com |
5 |
1 |
|
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210 |
|
212 |
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| Davidson & Company, LLC |
3330 S Canfield Ave #8, Los Angeles, CA 90034 |
|
31087xxxx2 |
al@d**********.us |
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| Merrill Lynch Financial Advisor Steven P Selig |
333 S Hope St 39th Floor, Los Angeles, CA 90071 |
|
21378xxxx4 |
ale*********@m*.com |
|
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| Stella Oak Financial and Insurance Services |
515 Flower St Floor 34, Los Angeles, CA 90071 |
|
|
adm*******@c*****.com |
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| Independent Capital Management - A Beverly Hills Financial Advisor Firm |
6100 Wilshire Blvd #330, Beverly Hills, CA 90212 |
|
80060xxxx0 |
a.a@i***********.com |
|
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|
13533 |
|
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| Merrill Lynch Financial Advisor Stephen F. Sheffield Jr. |
333 S Hope St, Los Angeles, CA 90071 |
|
21378xxxx6 |
ale*********@m*.com |
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| Cerity Partners |
601 S Figueroa St #2000, Los Angeles, CA 90017 |
|
21362xxxx0 |
aad***@c*************.com |
5 |
1 |
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| Mark J. Pomerantz - Alex. Brown, A Division of Raymond James |
10250 Constellation Blvd Fl 8, Los Angeles, CA 90067 |
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42430xxxx6 |
aar***********@a********.com |
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| Old West Investment Management |
601 S Figueroa St, Los Angeles, CA 90017 |
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21394xxxx0 |
bla**@o********.com |
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| Bank of America Private Client Advisor Shane A Hall |
333 S Hope St Ste 2300, Los Angeles, CA 90071 |
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21386xxxx4 |
ban**********@e****.bankofamerica |
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| Empress Investment Group |
321 N Larchmont Blvd Suite 800, Los Angeles, CA 90004 |
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31045xxxx4 |
ang*****@e********.com |
5 |
70 |
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414 |
6 |
437 |
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| La Member Choice Wealth Management |
716 W 1st St, Downtown Los Angeles, CA 90012 |
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81845xxxx0 |
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| Quincy Cass Investment Management |
11111 Santa Monica Blvd # 1650, Los Angeles, CA 90025 |
|
31047xxxx1 |
inf*@q*********.com |
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| Much Wealth Management, Inc. |
2716 Ocean Park Blvd #2009, Santa Monica, CA 90405 |
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31046xxxx9 |
dmu**@m*******************.com |
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5 |
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| Raymond James |
444 Flower St #3870, Los Angeles, CA 90071 |
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21332xxxx9 |
aar************@r***********.com |
5 |
1 |
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17479 |
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18000 |
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| Rick Green - Morgan Stanley |
444 Flower St 34th Fl, Los Angeles, CA 90071 |
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21348xxxx1 |
acm***********@m************.com |
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| Merrill Lynch Wealth Management Advisor Rabin Hourizadeh |
2049 Century Park E 11th Floor, Los Angeles, CA 90067 |
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31085xxxx7 |
ale************@m*.com |
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| Merrill Lynch Financial Advisor William D Brahos |
2049 Century Park E 11th Floor, Los Angeles, CA 90067 |
|
31030xxxx1 |
ale************@m*.com |
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| Wilmington Trust |
10250 Constellation Blvd #2800, Los Angeles, CA 90067 |
|
31030xxxx0 |
aam****@w**************.com |
5 |
1 |
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| Confidence Wealth Management |
21250 Hawthorne Blvd STE 500, Torrance, CA 90503 |
|
31082xxxx0 |
ask@i***.com |
3 |
2 |
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4756 |
33 |
4900 |
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| Trapani Calvert Wealth Management & Insurance Services |
515 Flower Street 34th Floor, 515 Flower St # 3510, Los Angeles, CA 90071 |
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21324xxxx7 |
ade********@n*.com |
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| Merrill Lynch Financial Advisor Thomas Bawden |
2049 Century Park E 11th Floor, Los Angeles, CA 90067 |
|
31085xxxx6 |
ale************@m*.com |
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| GNH Asset |
3701 Wilshire Blvd, Los Angeles, CA 90010 |
|
21337xxxx2 |
inf*@g*******.com |
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| Lynn Boland - RBC Wealth Management Financial Advisor |
1901 Avenue of the Stars Suite 1400, Century City, CA 90067 |
|
31078xxxx5 |
wms**********@r**.com |
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12382 |
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14000 |
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| Saybrook Corporate Opportunity Funds |
11400 W Olympic Blvd #1400, Los Angeles, CA 90064 |
|
31089xxxx0 |
say*****@w***********.com |
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| Mission Wealth - Los Angeles |
2029 Century Park E suite 400 n, Los Angeles, CA 90067 |
|
31093xxxx7 |
ach****@m************.com |
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| Greater Pacific Solutions Financial and Insurance Services |
3435 Wilshire Blvd # 2900, Los Angeles, CA 90010 |
|
31069xxxx0 |
bra**@m*********.com |
1 |
3 |
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| Los Angeles, CA Private Wealth Management - UBS Financial Services Inc. |
2000 Avenue of the Stars 7th. Floor, Los Angeles, CA 90067 |
|
88884xxxx1 |
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5 |
1 |
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| Sentinel Bridge Wealth Management and Insurance Services |
515 Flower St fl 34, Los Angeles, CA 90071 |
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all********@n*.com |
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20 |
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26 |
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| Utopia Property Management | Los Angeles, CA |
6080 Center Dr, Los Angeles, CA 90045 |
|
42423xxxx1 |
aar**@u***************.com |
4.7 |
103 |
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6532 |
104 |
6500 |
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| TGA Management & Investment |
10234 National Blvd Suite 1, Los Angeles, CA 90034 |
|
31095xxxx0 |
l*r*@t************.com |
4.8 |
186 |
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| LA Wealth Management |
1632 Aviation Blvd, Redondo Beach, CA 90278 |
|
31098xxxx2 |
car*****@l*****************.com |
5 |
8 |
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| Institutional Asset Advisors |
1055 W 7th St 33rd floor, Los Angeles, CA 90017 |
|
32384xxxx7 |
con****@i*************************.com |
5 |
4 |
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31 |
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35 |
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| Merrill Lynch Financial Advisor Christian Najera |
333 S Hope St, Los Angeles, CA 90071 |
|
21323xxxx6 |
bri************@b***.com |
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| Merrill Lynch Financial Advisor Randall R Rhodes |
333 S Hope St, Los Angeles, CA 90071 |
|
21323xxxx4 |
ale*********@m*.com |
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| Trapani Calvert Wealth Management & Insurance Services |
515 S Flower St Floor 11, Los Angeles, CA 90071 |
|
21324xxxx7 |
ale***********@n*.com |
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180 |
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| Merrill Lynch Financial Advisor Russell Reyes |
333 S Hope St, Los Angeles, CA 90071 |
|
21323xxxx6 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor Brian A Bonvechio |
333 S Hope St Suite 3900, Los Angeles, CA 90071 |
|
21323xxxx2 |
ale*********@m*.com |
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| Regional Investment & Management |
6122 Washington Blvd, Culver City, CA 90232 |
|
31082xxxx5 |
ami****@r*********.com |
4 |
20 |
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| Foundry: Financial Advisor in Los Angeles |
2919 Acresite St, Los Angeles, CA 90039 |
|
21326xxxx4 |
kev**@f***************.org |
5 |
4 |
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| Merrill Lynch Financial Advisor Marco S Chu |
333 S Hope St, Los Angeles, CA 90071 |
|
21323xxxx5 |
ale*********@m*.com |
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| Brett Dalton - Branch Manager, Ameriprise Financial Services, LLC |
2029 Century Park E Ste 2550, Los Angeles, CA 90067 |
|
42434xxxx9 |
bre*********@a***.com |
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563 |
2 |
569 |
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| Merrill Lynch Financial Advisor Todd R Sandberg |
333 S Hope St, Los Angeles, CA 90071 |
|
21323xxxx2 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor Marcus G Tanimoto |
333 S Hope St, Los Angeles, CA 90071 |
|
21323xxxx5 |
ale*********@m*.com |
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| The Garcia Wealth Management Group - UBS Financial Services Inc. |
515 Flower St #5000, Los Angeles, CA 90071 |
|
21397xxxx1 |
abc***@u**.com |
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| Empirical Wealth Management |
11150 W Olympic Blvd #1180, Los Angeles, CA 90064 |
|
42442xxxx7 |
aba****@e********.net |
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2573 |
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2500 |
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| DAS Wealth Management Group of Wells Fargo Advisors |
1999 Avenue of the Stars, Los Angeles, CA 90067 |
|
31055xxxx2 |
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188275 |
|
189000 |
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| The White Group - Morgan Stanley |
444 Flower St 34th Fl, Los Angeles, CA 90071 |
|
21348xxxx5 |
int**********@m************.com |
5.01 |
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| Treitman Cohen Ayers Wealth Management |
10250 Constellation Blvd #850, Los Angeles, CA 90067 |
|
42430xxxx2 |
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| Merrill Lynch Financial Advisor Robert M Pastrana |
333 S Hope St, Los Angeles, CA 90071 |
|
21323xxxx8 |
bri************@b***.com |
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| Rockefeller Capital Management |
2000 Avenue of the Stars Suite 530-N, Los Angeles, CA 90067 |
|
42460xxxx0 |
abc****@r*****.com |
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| Jeung Agency |
5670 Wilshire Blvd, Los Angeles, CA 90036 |
|
51044xxxx6 |
c18*****************************@s*****.wixpress |
5 |
103 |
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4.9 |
49 |
338 |
98 |
374 |
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| LA Wealth Management |
21255 Burbank Blvd, Woodland Hills, CA 91367 |
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car*****@l*****************.com |
5 |
4 |
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762 |
36 |
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| Merrill Lynch Financial Advisor Cesar Garcia |
333 S Hope St, Los Angeles, CA 90071 |
|
21323xxxx2 |
bri************@b***.com |
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| David A. Selig - UBS Financial Services Inc. |
1999 Avenue of the Stars 36th Floor, Los Angeles, CA 90067 |
|
31077xxxx4 |
abc*******@u**.com |
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| Avitas Wealth Management |
1901 Avenue of the Stars #1901, Los Angeles, CA 90067 |
|
42437xxxx0 |
ami*@a***********.com |
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| Morgan Stanley Financial Advisors |
444 Flower St 34th Fl, Los Angeles, CA 90071 |
|
21348xxxx1 |
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| Chartwell AMG of Raymond James |
9595 Wilshire Blvd # 200, Beverly Hills, CA 90212 |
|
84536xxxx0 |
aar************@r***********.com |
5 |
2 |
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|
17473 |
|
18000 |
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| RVW Wealth, LLC |
1880 Century Park E #200, Los Angeles, CA 90067 |
|
31094xxxx0 |
inf*@r********.com |
5 |
99 |
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| Merrill Lynch Wealth Management |
2301 Rosecrans Ave Suite 3150, El Segundo, CA 90245 |
|
80077xxxx3 |
ann********@m*.com |
5 |
1 |
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| Confidence Wealth |
10940 Wilshire Blvd STE 600, Los Angeles, CA 90024 |
|
31082xxxx0 |
ask@i***.com |
|
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|
4749 |
33 |
4900 |
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| Laird Norton Wetherby |
1801 Century Park E #2500, Los Angeles, CA 90067 |
|
21385xxxx0 |
hel**@l**********.com |
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| West Los Angeles Branch TFA |
12400 Wilshire Blvd #300, Los Angeles, CA 90025 |
|
31091xxxx9 |
3d@t*********.com |
4.7 |
14 |
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| Merrill Lynch Financial Advisor Matthew Spring |
2049 Century Park E 11th Floor, Los Angeles, CA 90067 |
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31077xxxx1 |
ban********************@m*.com |
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| Alexander J Garofalo, Financial Planner & Investment Advisor |
11835 W Olympic Blvd #835e, Los Angeles, CA 90064 |
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31066xxxx8 |
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| Genter Capital Management |
11601 Wilshire Boulevard Twenty Fifth Floor, 11601 Wilshire Blvd #2500, Los Angeles, CA 90025 |
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31047xxxx3 |
bel*****@g********.com |
5 |
1 |
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167 |
2 |
191 |
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| Financial Counseling Center |
4311 Wilshire Blvd., Ste 602, Los Angeles, CA 90010 |
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32370xxxx2 |
mad****@g****.com |
5 |
29 |
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165 |
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4.5 |
2 |
| U.S. Bancorp Investments - Financial Advisors: Los Angeles |
145 S Fairfax Ave, Los Angeles, CA 90036 |
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32376xxxx3 |
aar************@u*****.com |
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345615 |
5351 |
348000 |
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| Kayne Anderson Rudnick |
2000 Avenue of the Stars Suite 1110, Los Angeles, CA 90067 |
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80023xxxx4 |
agr***@k****.com |
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131 |
11 |
146 |
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| LA Wealth Management |
100 W Broadway Suite #3000, Long Beach, CA 90802 |
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42445xxxx5 |
car*****@l*****************.com |
5 |
2 |
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| Atlantic Investments A Registered Investment Advisor, Inc. |
2029 Century Park E Suite 400, Los Angeles, CA 90067 |
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86699xxxx4 |
adv****@a******************.com |
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| Aligne Wealth Advisors Investment Management |
1801 Century Park E Suite 1440, Los Angeles, CA 90067 |
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31079xxxx2 |
ann**********@a***********.com |
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1306 |
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1300 |
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| Stulberg Wealth Management - Ameriprise Financial Services, LLC |
2029 Century Park E Ste 2550, Los Angeles, CA 90067 |
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42434xxxx1 |
dan*************@a***.com |
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| David Rae, Certified Financial Planner, Tax Planning Financial Advisor |
529 N Kilkea Dr, West Hollywood, CA 90048 |
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32390xxxx0 |
dav******@f*****************.com |
5 |
19 |
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| CERES FINANCIAL MANAGEMENT |
5301 Beethoven St #134, Los Angeles, CA 90066 |
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31056xxxx4 |
ann@c******.com |
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| Merrill Lynch Financial Advisor Douglas Ray Cowles |
333 S Hope St, Los Angeles, CA 90071 |
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21378xxxx3 |
ale*********@m*.com |
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| Chad Weber - TIAA Wealth Management Advisor |
1801 Century Park E Suite 800, Los Angeles, CA 90067 |
|
80086xxxx6 |
ama******@t***.org |
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| Merrill Lynch Wealth Management |
333 S Hope St, Los Angeles, CA 90071 |
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21362xxxx0 |
bro*********@m*.com |
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| Merrill Lynch Financial Advisor Catrina Knox |
333 S Hope St, Los Angeles, CA 90071 |
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21323xxxx9 |
ale*********@m*.com |
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| Gerber & Co LLP CPAs & Business Managers |
1880 Century Park East Second Floor, Los Angeles, CA 90067 |
|
31055xxxx0 |
ak@g*******.com |
5 |
66 |
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| Whalen Financial Planning |
13101 Washington Blvd #237, Los Angeles, CA 90066 |
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42425xxxx8 |
e50*************************************@w*****************.com |
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| The Stephens Rothenberg Wealth Management Group |
555 Flower St 22nd Floor, Los Angeles, CA 90071 |
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21326xxxx9 |
rbc*********@r**.com |
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| NWQ Investment Management Co |
2029 Century Park E # 1600, Los Angeles, CA 90067 |
|
31055xxxx0 |
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1 |
1 |
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| Wealth Enhancement Group |
10960 Wilshire Blvd Suite 405, Los Angeles, CA 90024 |
|
31073xxxx0 |
aba****@w****************.com |
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| Merrill Lynch Financial Advisor Mary C Hong |
333 S Hope St, Los Angeles, CA 90071 |
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21378xxxx3 |
bri************@b***.com |
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| Beacon Pointe Advisors |
11601 Wilshire Blvd #1600, Los Angeles, CA 90025 |
|
31048xxxx8 |
aba*****@b***********.com |
3 |
2 |
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| WINDFALL FINANCIAL ADVISORS, CNN, CNBC, FORBES Financial Contributor. CEPA® Fee-Only, Fiduciary Financial Advisor |
100 Wilshire Blvd #700, Santa Monica, CA 90401 |
|
31040xxxx4 |
inf*@w***************.com |
5 |
31 |
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| AMI Asset Management |
10866 Wilshire Blvd STE 770, Los Angeles, CA 90024 |
|
42432xxxx0 |
and***@a*****************.com |
5 |
1 |
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11 |
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| Lido Advisors |
1875 Century Park E #950, Los Angeles, CA 90067 |
|
31027xxxx2 |
aac******@l***********.com |
4.4 |
8 |
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| The Geller Financial Group - UBS Financial Services Inc. |
1999 Avenue of the Stars 36th Floor, Los Angeles, CA 90067 |
|
31077xxxx1 |
abc***@u**.com |
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| Weinberger Asset Management |
11661 San Vicente Blvd # 820, Los Angeles, CA 90049 |
|
31044xxxx2 |
ale*@w*******.com |
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| U.S. Bank – Wealth Management Banker: Brian Salguero |
633 W 5th St, Los Angeles, CA 90071 |
|
21361xxxx1 |
aar************@u*****.com |
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|
345435 |
5414 |
348000 |
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| Del Rey Capital Management |
3415 S Sepulveda Blvd 11th Floor, Los Angeles, CA 90034 |
|
31031xxxx1 |
dal***@d********.com |
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