AdvisorCensus / Financial advisors / California / Los Angeles, CA / SEI Investments Distribution Co.
Financial advisors in Los Angeles, CA using SEI Investments Distribution Co.
5 SEC-registered investment advisory firms headquartered in the Los Angeles, CA metro area name SEI Investments Distribution Co. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Centaurus Financial, Inc. | Anaheim | SEC-registered investment adviser | Over $5 billion |
| Chatterton & Associates | Anaheim | SEC-registered investment adviser | $1 billion to $5 billion |
| K2 Financial Inc. | Glendora | SEC-registered investment adviser | $100 million to $500 million |
| Noble Wealth Management, Inc. | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Stephenson and Company, Inc. | San Clemente | 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. SEI Investments Distribution Co. nationwide
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