Bel Air Investment Advisors LLC

Bel Air Investment Advisors LLC (CRD# 104580) is a financial advisory firm headquartered in Los Angeles, CA. They manage $6,711,210,426 in 1,410 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,711
    MILLION
  • Total Number of Accounts
    1,410
    ACCOUNTS
  • Average Account Value
    $4,759,724
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DE, FL, HI, ID, IL, IN, MA, MN, NJ, NV, NY, OR, TX, UT

Financial Advisors at Bel Air Investment Advisors LLC
Showing 1 - 10 of 13 top financial advisors.
1
Craig A. Brothers
CRD#: 1342134
1999 Avenue Of The Stars, Suite 2800, Los Angeles, CA 90067
93
Wealthminder
score

Craig Brothers (CRD# 1342134) is an Investment Advisor Representative working at Bel Air Investment Advisors LLC in Los Angeles, CA and has over 20 years of experience in the finance industry.

2
Carol K. Cheng-Mayer
CRD#: 1552138
1999 Avenue Of The Stars, Suite 3200, Los Angeles, CA 90067
93
Wealthminder
score

Carol Cheng-Mayer (CRD# 1552138) is an Investment Advisor Representative working at Bel Air Investment Advisors LLC in Los Angeles, CA and has over 20 years of experience in the finance industry.

3
Richard T. Freilich
CRD#: 1162119
1999 Avenue Of The Stars, Suite 2800, Los Angeles, CA 90067
93
Wealthminder
score

Richard Freilich (CRD# 1162119) is an Investment Advisor Representative working at Bel Air Investment Advisors LLC in Los Angeles, CA and has over 31 years of experience in the finance industry.

4
Jacob A. Halladay
CRD#: 5369324
1999 Avenue Of The Stars, Suite 3200, Los Angeles, CA 90067
93
Wealthminder
score

Jacob Halladay (CRD# 5369324) is an Investment Advisor Representative working at Bel Air Investment Advisors LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.

5
Reed E. Halladay
CRD#: 832677
1999 Avenue Of The Stars, Suite 2800, Los Angeles, CA 90067
93
Wealthminder
score

Reed Halladay (CRD# 832677) is an Investment Advisor Representative working at Bel Air Investment Advisors LLC in Los Angeles, CA and has over 26 years of experience in the finance industry.

6
Edwin H. Huey
CRD#: 2679087
1999 Avenue Of The Stars, Suite 2800, Los Angeles, CA 90067
93
Wealthminder
score

Edwin Huey (CRD# 2679087) is an Investment Advisor Representative working at Bel Air Investment Advisors LLC in Los Angeles, CA and has over 13 years of experience in the finance industry.

7
Joshua Markman
CRD#: 4858440
1999 Avenue Of The Stars, Suite 3200, Los Angeles, CA 90067
93
Wealthminder
score

Joshua Markman (CRD# 4858440) is an Investment Advisor Representative working at Bel Air Investment Advisors LLC in Los Angeles, CA and has over 13 years of experience in the finance industry.

8
Todd M. Morgan
CRD#: 340082
1999 Avenue Of The Stars, Suite 2800, Los Angeles, CA 90067
93
Wealthminder
score

Todd Morgan (CRD# 340082) is an Investment Advisor Representative working at Bel Air Investment Advisors LLC in Los Angeles, CA and has over 26 years of experience in the finance industry.

9
Ronald J. Silverman
CRD#: 4149744
1999 Avenue Of The Stars, Suite 2800, Los Angeles, CA 90067
93
Wealthminder
score

Ronald Silverman (CRD# 4149744) is an Investment Advisor Representative working at Bel Air Investment Advisors LLC in Los Angeles, CA and has over 17 years of experience in the finance industry.

10
Jack R. Suzar
CRD#: 4046800
1999 Avenue Of The Stars, Suite, Los Angeles, CA 90067
93
Wealthminder
score

Jack Suzar (CRD# 4046800) is an Investment Advisor Representative working at Bel Air Investment Advisors LLC in Los Angeles, CA and has over 18 years of experience in the finance industry.

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