AdvisorCensus / Financial advisors / California / Los Angeles, CA / Interactive Brokers LLC
Financial advisors in Los Angeles, CA using Interactive Brokers LLC
9 SEC-registered investment advisory firms headquartered in the Los Angeles, CA metro area name Interactive Brokers LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Anchor Capital | Aliso Viejo | SEC-registered investment adviser | $100 million to $500 million |
| Kubence | Manhattan Beach | SEC-registered investment adviser | Under $25 million |
| Lazari Capital Management, Inc. | Burbank | SEC-registered investment adviser | $500 million to $1 billion |
| Millennium Investment Services | Van Nuys | SEC-registered investment adviser | $100 million to $500 million |
| Muse Capital Management LLC | Santa Monica | SEC-registered investment adviser | $100 million to $500 million |
| Ninepointtwo Capital LLC | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| O'Neil Global Advisors, Inc. | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| Prattes Wealth Partners | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Wealth Strategies Group | Newport Beach | SEC-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. Interactive Brokers LLC nationwide
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AdvisorCensus. Financial advisors in Los Angeles, CA using Interactive Brokers LLC. https://advisorcensus.com/advisors/ca/los-angeles/custodians/interactive-brokers https://advisorcensus.com/advisors/ca/los-angeles/custodians/interactive-brokers