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Zaks Investment Advisory Service is a Chicago, IL-based company in the Financial Services sector.
Connor, Clark and Lunn Financial Group is a Toronto, ON-based company in the Financial Services sector.
affluent planning is a Albany, GA-based company in the Financial Services sector.
Capital Property Management is a Portland, OR-based company in the Financial Services sector.
Angeles Wealth Management is a national, SEC-registered wealth management firm serving generationally wealthy families. Providing ultra-high-net-worth families with comprehensive wealth advice and institutional-quality investment solutions typically available to large institutional investors, the firm`s private wealth clients gain access to an institutional caliber investment process and opportunity set by investing alongside its affiliate, $36B AUA Angeles Investment Advisors, an advisor to prestigious endowments, foundations, and institutions. Angeles Wealth works with the families its serves to understand their unique needs, including generational planning, family dynamics and charitable goals. Founded in 2011, Angeles Wealth is headquartered in Santa Monica, and has offices in New York City, Chicago and Houston.