Bel Air Investment Advisors
Bel Air Investment Advisors, founded in 1977, is an asset management firm based in the United States that specializes in serving wealthy individuals, families, and foundations. The firm offers a range of services including investment management, estate planning, portfolio construction, and tax planning. Additionally, Bel Air provides pre-liquidity planning, mortgages, lines of credit, and philanthropic strategy consulting, focusing on minimizing conflicts and fees for their clients. By pioneering the independent wealth management model, Bel Air aims to address the specific needs and interests of its affluent clientele effectively.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at
support@teaserclub.com. Your feedback is most welcome.