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Investment Companies in Los Altos, CAComprehensive list of Los Altos, California based firms, advisors and managers offering personal and business investment services. |
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| Bedrock Capital Management | ![]() | (650) 964-7024 |
Bedrock Capital Management has the resources, knowledge and integrity to manage the wealth of its customers based on their unique financial situation and objectives. The company's dedication to the development and standards of its professional staff have distinguished it as a leading investment advisor and asset director to high net worth individuals and families for more than twenty years by doing asset management in the San Francisco Bay Area. www.bedrockcapital.com 5050 El Camino Real, 94022 | ![]() |
| MOK Capital Management | ![]() | (650) 318-8077 |
Finding trustworthy and professional financial advice and investment services can be overwhelming. We aim to listen to your requirements, to communicate financial issues clearly, in plain English, and assist you attain your financial aims. Maybe that is why our customers stay with us year after year, and refer their friends and family. mokcapital.com 4962 El Camino Real # 235, 94022 | ![]() |
| Diversified Securities | ![]() | (714) 527-7789 |
4.11 milesSince 1965, DIVERSIFIED SECURITIES has been helping businesses and individuals meet their financial aims. Professional experience and expertise, combined with our dedication to individual... www.divsecs.com 6700 East Pacific Coast Hiway # 150, 90803 | ![]() |
| Herbert J Sims | ![]() | (562) 627-9611 |
4.11 milesHJ Sims' investment bankers make it their responsibility to scrutinize every detail of a project, from ground-breaking to ribbon-cutting. Our 70 year reputation for integrity and investment... www.hjsims.com 4195 North Viking Wy, 90808 | ![]() |
| Hospitality Un | ![]() | (562) 926-0128 |
6.11 milesHospitality real estate is a highly sophisticated investment. Hospitality Unlimited Investments. was created to supply customers with an unmatched competitive edge in today's hospitality... www.huihotels.com 13950 Cerritos Corporate Dr #a, 90703 | ![]() |
| Wealth Management Service | ![]() | (714) 799-6079 |
10.64 milesOnce a hyperlink is activated, you'll be leaving this Web site and operate outside of this Web site. Perry D. Nocifora, CFP, CRFA is president and CEO of Wealth Management Services.... www.wms-i.com 12676 Hoover St, 92841 | ![]() |
| Dynafund Ventures | ![]() | (310) 543-5477 |
12.68 milesOur goal is simple - aid strong entrepreneurs build world-class, industry-leading firms. DynaFund supplies promising technology firms throughout the US with the investment capital and... www.dynafundventures.com 21250 Hawthorne Boulv # 700, 90503 | ![]() |
| Venture Management | ![]() | (310) 373-5866 |
14.46 milesMonday Club is a group of 90 high tech executives and specialists in Southern California who meet once a month to aid new start up firms raise their 1st investment capital. Members... mondayclub.com 3433 Paseo Del Campo, 90274 | ![]() |
| Coastwise Capital Grou | ![]() | (858) 454-6670 |
14.93 milesWith intelligence and integrity we protect and grow the financial assets of individuals, families, and institutional investors worldwide, giving them the liberty to live richer, more... www.coastwisegroup.com 7777 Girard Avenue Suite 200, 92037 | ![]() |
| Wall Street Associates | ![]() | (858) 551-2100 |
14.93 milesWall Street Associates is an employee-owned, registered investment advisor, situated in La Jolla, California. Since 1987, we currently have managed growth portfolios primarily invested... wsalj.com 1200 Prospect St # 100, 92037 | ![]() |
| Shoreline Partners | ![]() | (858) 587-9800 |
14.93 milesShoreline Partners, is a San Diego-based mergers and acquisitions consulting company. We are the advisors of choice for privately held middle market firms in California, Arizona and... shoreline.com 4275 Executive Sq # 1000, 92037 | ![]() |
| Strategic Equity Group | ![]() | (714) 444-3833 |
15.15 milesStrategic Equity Group SEG or the Firm supplies investment banking and valuation advisory services to middle market firms. SEG supplies the knowledge that you would expect from a boutique... segco.com 6 Hutton Center Drv # 860, 92707 | ![]() |
| Markwood Capital Alliance | ![]() | (714) 540-8020 |
15.15 milesFor nearly 20 years, Markwood Capital Alliance has assisted publicly owned and privately held customers in investment banking activities: mergers and acquisitions, debt restructures,... www.markwoodcapital.com 6 Hutton Center Dr, 92707 | ![]() |
| Heritage Planning Financial | ![]() | (714) 836-5055 |
15.15 milesIMPORTANT CONSUMER INFORMATION: This communication is strictly intended for individuals residing in the following states. No offers may be made or accepted from any resident outside... hpfg.net 600 North Tustin Ave # 120, 92705 | ![]() |
| Benefit Planning Services | ![]() | (714) 633-5422 |
15.62 milesAre you done trying to select the correct investments and then figure out when to sell them? If so, you may be ready to hire an expert Investment Management Firm. Getting to the finish... www.bpsfinancial.com Post Office Box 1832, 92856 | ![]() |
| Frome Investments | ![]() | (714) 641-1130 |
15.88 milesThen you've come to the best place. Frome Investments is a family-owned and run business that specializes in the management and leasing of industrial warehouse space, ranging in size... fromeinc.com 151 Kalmus Driv # F2, 92626 | ![]() |
| Check Capital Management | ![]() | (714) 641-3579 |
15.88 milesMaybe the greatest challenge in today's increasingly complex market environment is to make investment choices that are both bold and prudent. CCM works hard to understand your requirements,... checkcapital.com 575 Anton Boul # 500, 92626 | ![]() |
| Pacific West Broker Affiliates | ![]() | (800) 270-1007 |
15.88 milesPacificWest Asset Management Corporation, set up in 1991, specializes in complete service real estate management for office, retail, and industrial projects, as well as select office... www.pacificwest.cc | ![]() |
| Trenwith Grou | ![]() | (714) 688-7333 |
15.88 milesTrenwith Group is a privately held firm formed for the goal of owning and operating a diversified group of financial services businesses. The Trenwith Group currently operates two wholly... www.trenwith.com 3200 Bristol Str Fourth Floor, 92626 | ![]() |
| R W Smith | ![]() | (310) 376-7797 |
16.29 milesThis method is referred to as Bid Wanted, a blind auction-style process wherein a dealer asks a municipal securities broker's broker to gather bids from the interdealer market on a... www.rwsbroker.com 1216 Hermosa Avn, 90254 | ![]() |
| Browndorf PEM | ![]() | (800) 390-4206 |
16.53 milesB rowndorf PEM [Private Equity Management] is a complete-service financial services supplier, investment advisor, and fund director providing asset management and structured products... www.browndorfpem.com | ![]() |
| B Riley | ![]() | (949) 852-9911 |
16.53 milesB. Riley's distinguished equity and high yield research is the mainstay of the company, contributing unparalleled value to our institutional and private customers. Our success is built... brileyco.com 4675 Macarthur Ct # 1500, 92660 | ![]() |
| Sterne A-Gee | ![]() | (949) 270-2935 |
16.53 milesMarch, 2009 Perla Capital Group acted as the Financial Advisor to Private Investment Group for the acquisition and development of resort in Latin America. Perla Capital Group strategy... perlacapitalgroup.com 2901 West Coast Hway, 92663 | ![]() |
| Frederick Capital | ![]() | (949) 476-3720 |
16.53 milesDH Frederick Securities. specializes in assisting customers with satisfying Capital requirements. As a subsidiary of Frederick Capital Corporation, it benefits from the over twenty... www.frederickcapital.com 5000 Birch Strt # 3000, 92660 | ![]() |
| Engage Capital | ![]() | (949) 474-2110 |
16.53 milesEngage is a complete service investment company specializing in the regional demographic opportunities in California. www.engagecapital.com 1300 Bristol Strt North, 92660 | ![]() |
| Realty Investment Association Of Calif | ![]() | (714) 544-6604 |
17.49 milesRead More Legal News DRE LICENSE NUMBER MUST BE ON SOLICITATION MATERIALS The California Department of Real Estate DRE has recently adopted a new regulation clarifying the law that... www.riaoc.com 17802 Irvine Boul, 92780 | ![]() |
| Inflective Asset Management | ![]() | (310) 545-2992 |
17.53 milesInflective supplies investment management solutions for both traditional outright convertible and convertible arbitrage strategies. Inflective Asset Management's goal is to supply solid,... inflectiveasset.com 1334 Pk Vw Avn # 310, 90266 | ![]() |
| Whitetail Financial | ![]() | (661) 547-5975 |
19.08 milesWhitetail Financial is a growing Real Estate Advisory and Mortgage Company. We pride ourselves in treating each and every customer as our only customer, delivering each personal with... www.whitetailfinancial.com 849 South Broadway Apt 602, 90014 | ![]() |
| Fortuna Asset Management | ![]() | (213) 741-0406 |
19.08 milesFortuna Asset Management is a complete service one-stop solution real estate service firm for real estate investors. We are active in property management, acquisition, development,... www.fortuna-management.com 2301 East Seventh Street, 90023 | ![]() |
| Payden & Rygel | ![]() | (213) 625-1900 |
19.08 milesWith specialists in offices situated in Asia, Europe, United Kingdom and the US, Payden & Rygel supplies a complete array of investment strategies and services to investors across the... www.payden-rygel.com 333 South Grand Ave # 3250, 90071 | ![]() |
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