BEL AIR Investment Advisors LLC
Legal Name: BEL AIR INVESTMENT ADVISORS LLC
Full Contact Details
BEL AIR Investment Advisors LLC
1999 AVENUE OF THE STARS, SUITE 3200, LOS ANGELES, CA
310-229-1500
424-386-4876
Other Info
BEL AIR Investment Advisors LLC is a Limited Liability Company based in Delaware, with a solid track record of providing investment advisory services. With a great team of 53 professionals, of which 24 are involved in advisory roles, BEL AIR serves a select group of 5 clients. The company's successful regulatory compliance status, approved by the U.S. Securities and Exchange Commission since November 21, 1997, is a testament to its operational excellence and commitment to industry standards.
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Bel Air Investment Advisors are promoters of the independent wealth management model to serve the specific needs and interests of wealthy individuals, families, and foundations.
Direct Owners
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ANDREW JOSEPH DUNBAR
GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER owns less than 5%
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DARELL LEONARD KRASNOFF
MANAGING DIRECTOR owns less than 5%
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DAVID SADKIN
PRESIDENT owns less than 5%
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FIERA US HOLDING INC.
SOLE MEMBER owns 75% or more
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JANE FRANCES EAGLE
CHIEF FINANCIAL OFFICER owns less than 5%
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REED ELMO HALLADAY
MANAGING DIRECTOR owns less than 5%
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TODD MICHAEL MORGAN
CEO/CHAIRMAN owns less than 5%
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TYLER KLAYTON KELLEY
CHIEF OPERATING OFFICER owns less than 5%
Indirect Owners
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FIERA CAPITAL CORPORATION
SHAREHOLDER owns 75% or more
Firms Located Nearby
Top Holdings
- Apple Inc $33,892k
- PROCTER & GAMBLE CO $31,974k
- JOHNSON & JOHNSON $29,462k
- AMGEN INC $28,536k
- MERCK & CO INC $27,759k
- Occidental Petroleum Corp $27,008k
- QUALCOMM INC $26,261k
- DISNEY WALT CO $25,010k
- COCA-COLA CO $24,898k
- MICROSOFT CORP $23,790k