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AdvisorCensus / Financial advisors / California / Los Angeles, CA / Axos Clearing LLC

Financial advisors in Los Angeles, CA using Axos Clearing LLC

3 SEC-registered investment advisory firms headquartered in the Los Angeles, CA metro area name Axos Clearing LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Los Angeles, CA ยท How this list is built

FirmCityRegistrationAssets band
M2 Capital AdvisorsValenciaSEC-registered investment adviser$100 million to $500 million
Seagull Lane Asset Management LLCHuntington BeachSEC-registered investment adviser$100 million to $500 million
Wealth Teams AllianceIrvineSEC-registered investment adviser$100 million to $500 million

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Axos Clearing LLC nationwide

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AdvisorCensus. Financial advisors in Los Angeles, CA using Axos Clearing LLC. https://advisorcensus.com/advisors/ca/los-angeles/custodians/axos-clearing
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