Abacus Wealth Partners

429 Santa Monica Blvd., Suite 500 | Santa Monica 90401 | abacuswealth.com

CHIEF INVESTMENT OFFICER Darius Gagne | (888) 422-2287

Advanced Research Investment Solutions

9150 Wilshire Blvd., Suite 220 | Beverly Hills 90212 | arisconsulting.com

CHIEF INVESTMENT OFFICER Alex Shahidi | (424) 283-3800

AdvicePeriod

2121 Avenue of the Stars, Suite 2350 | Los Angeles 90067 | adviceperiod.com

CHIEF INVESTMENT OFFICER Larry Miles | (424) 281-3600

American Realty Advisors

515 S. Flower St., 49th Floor | Los Angeles 90071 | aracapital.com

CHIEF INVESTMENT OFFICER Kirk Helgeson | (213) 233-5700

AMI Asset Management Corp.

10866 Wilshire Blvd., Suite 770 | Los Angeles 90024 | amiassetmanagement.com

CHIEF INVESTMENT OFFICER Chris Sessing | (424) 320-4000

Analytic Investors

555 W. 5th St., 50th Floor | Los Angeles 90013 | aninvestor.com

CHIEF INVESTMENT OFFICER Dennis Bein | Gregory McMurran | (213) 688-3015

Angeles Investment Advisors

429 Santa Monica Blvd., Suite 650 | Santa Monica 90401 | angelesadvisors.com

CHIEF INVESTMENT OFFICER | Michael Rosen | (310) 393-6300

Ares Management

2000 Avenue of the Stars, 12th Floor, | Los Angeles 90067 | aresmgmt.com

(310) 201-4100

Aristotle Capital Management

11100 Santa Monica Blvd., Suite 1700 | Los Angeles 90025 | aristotlecap.com

CHIEF INVESTMENT OFFICER | Gregory Padilla | Gary Lisenbee | (310) 478-4005

Bay Mutual Financial

1460 4th St., Suite 212 | Santa Monica 90401 | baymutual.com

CHIEF INVESTMENT OFFICER | Martin “Bud” Pernoll | (310) 586-3222

Beach Point Capital Management

1620 26th St., Suite 6000N | Santa Monica 90404 | beachpointcapital.com

CHIEF INVESTMENT OFFICER Carl Goldsmith | Scott Klein | (310) 996-9700

Bel Air Investment Advisors

1999 Avenue of the Stars, Suite 3200 | Los Angeles 90067 | belair-llc.com

(310) 229-1500

BNY Mellon Wealth Management

10250 Constellation Blvd., Suite 210 | Los Angeles 90067 | bnymellonwealth.com

CHIEF INVESTMENT OFFICER | Charles Long | Regional President, Los Angeles

(424) 277-6829

Camden Asset Management

2029 Century Park East, Suite 2010 | Los Angeles 90067 | camdenasset.com

CHIEF INVESTMENT OFFICER | John Wagner | (310) 203-4200

Camden Capital

2301 Rosecrans Ave., Suite 2110 | El Segundo 90245 | camdencapital.com

CHIEF INVESTMENT OFFICER | John Krambeer | (310) 725-0210

Canyon Partners

2000 Avenue of the Stars, 11th Floor | Los Angeles 90067 | canyonpartners.com

CHIEF INVESTMENT OFFICER Joshua Friedman | Mitchell Julis | (310) 272-1000

Capital Group

333 S. Hope St. | Los Angeles 90071 | thecapitalgroup.com

CHIEF INVESTMENT OFFICER Timothy Armour | (213) 486-9200

Capital Group Private Client Services

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