Bel Air Advisors Aum

Ask kirk william kinder or our advisors a question, view kirk william kinder's ratings, experience, qualifications, primary clients, articles or publications, professional designations, membership associations, firm services or practice areas, and misconducts or complaints.

Bel air advisors aum. He has previously worked in several manufacturing organizations such as ford motor company, toyota motor manufacturing na, and. Bel air investment advisors manages $9.1 billion and provides investment advisory services for 680 clients (1:43 advisor/client ratio). The bel air group is founded by lead financial advisors, barak raviv and maria shtabskaya.

If you have information you would like to contribute towards this family office profile please let us know. Salaries posted anonymously by bel air investment advisors employees. View the latest funds and 13f holdings.

Prior to joining bel air, ron was a senior managing at gerard klauer mattison & co., inc., an investment bank headquartered in new york. Whalewisdom has at least 54 13f filings The process took 2 days.

California, aum = 9095084856.00, last form adv filed : Because the company is so small, most of the questions gauged personality fit with the employees and willingness to work on anything or help out wherever necessary. Bel air investment advisors pioneered the independent wealth management model to serve the specific needs and interests of wealthy individuals, families, and foundations.

— 12 years after he successfully sold a majority stake to state street for $217 million. In 2013, bel air was acquired by the fiera capital corporation and is now a leading member of the fiera capital group of companies. Bel air investment advisors llc operates as a financial advisory company that has its headquarters in los angeles, california.

Bel air investment advisors llc has $9.1 billion in assets under management throughout 1,596 accounts, placing it among the biggest financial advisory firms in the united states by assets under management (aum). Top 5 stock holdings are aapl, pg, jnj, amgn, mrk, and represent 21.23% of bel air investment advisors's stock portfolio. An ideal partnership at morgan stanley, the bel air group reflects the values and long term commitment of the firm to its clients.