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MONEY MANAGEMENT FIRMS
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$100.00 |
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Fields included in the MONEY MANAGEMENT FIRMS product:
NOTE: Some records may not contain data for every field listed below.
- Firm
- Street Address
- City
- State
- Zip
- Website
- Company logo
- General phone (for publication)
- Beyond the Numbers
- Institutional Client %
- Individual Client %
- Assets managed out of L.A. County offices as of December 31, 2023
- Assets managed out of L.A. County offices as of December 31, 2022
- Total assets managed companywide, as of December 31, 2023
- Tax-exempt assets managed out of L.A. County offices as of December 31, 2023
- Minimum investment account size ($ in millions)
- Do you operate private equity funds?
- Do you operate hedge funds?
- Do you operate mutual funds?
- If yes, please list the ticker symbols
- % Equity
- % Fixed Income
- % Cash & Equivalents
- % Real Estate
- % Other
- Client contact (name)
- Number of portfolio managers in L.A. County offices
- Number of researchers in L.A. County offices
- Headquarters city
- Chief Investment Officer
- Top Executive Photo
- Company logo: (Image, Image name)
- Client contact (name): (First name, Middle, Last name, Title)
- Chief Investment Officer: (First name, Middle, Last name, Title)
- Top Executive Photo: (Image, Image name)
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MONEY MANAGEMENT FIRMS (PDF)
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