Top 10 Investment Management Companies in Irvine

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Below is the list of Top 10 Investment Management Companies in Irvine ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Irvine

1. Pathway Capital Management

Industry: Investment Management

Location: Irvine, California

Website: pathwaycapital.com

Company Founded: 1991

Company Size: 51-200

Company Address: 18575 Jamboree Road, Irvine, California, United States

Pathway Capital Management Contact Details

Name Title LinkedIn Phone Email
Thomas Ravert Managing Director
Matt Lugar Managing Director
Will Belmont Investment Analyst
Morgan Brokaw Investment Analyst
Benjamin Pittsley Vice President
John Ruggieri Director
Francesca Youn Senior Investment Analyst
Requires/Intent and 6 more Employees
Cloud Hosting
Global Market Trend Analysis
ERP Solutions
Customer Relationship Management
Web Development
and more

2. Alpha Cubed Investments, Llc

Industry: Investment Management

Location: Irvine, California

Website: alphacubedinvestments.com

Company Founded: 2011

Company Size: 11-50

Company Address: 18301 Von Karman Avenue, Irvine, California, United States

Alpha Cubed Investments, Llc Contact Details

Name Title LinkedIn Phone Email
Patrick Cleary Vice President, Investment Advisor Representative
Aifâ Patrick Cleary Vice President, Investment Advisor Representative
Requires/Intent
Alternative Investment Consulting
Private Wealth Management
SEO
and more

3. American Healthcare Investors

Industry: Investment Management

Location: Irvine, California

Website: americanhealthcareinvestors.com

Company Founded: 2011

Company Size: 51-200

Company Address: 18191 Von Karman Avenue, Irvine, California, United States

American Healthcare Investors Contact Details

Name Title LinkedIn Phone Email
Dawna Powell Vice President-asset Management
Julie Krouse Director Of Operations
Christabel Villanueva Senior Associate, Asset Management
Leticia Boochee Associate, Assest Management
Rosa Hagedorn Senior Associate
Cory Lajevardi Senior Property Accountant
Brenda Cerkoske Asset Manager
Requires/Intent
Advertising
Automation
ERP Solutions
Predictive Analytics
Financial Due Diligence
and more

4. Signature Resources Capital Management, Llc

Industry: Investment Management

Location: Irvine, California

Website: srcapitalmgmt.com

Company Founded: 2009

Company Size: 1-10

Company Address: 19900 Macarthur Boulevard, Irvine, California, United States

Signature Resources Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Michael Lacey Managing Director
Requires/Intent
Accounting
E-commerce Integration
Advertising
Automation
and more

5. Bfsg, Llc

Industry: Investment Management

Location: Irvine, California

Website: bfsg.com

Company Founded: 1990

Company Size: 11-50

Company Address: 2040 Main Street, Irvine, California, United States

Bfsg, Llc Contact Details

Name Title LinkedIn Phone Email
Charles Kassicieh Portfolio Manager
Requires/Intent
Robo-Advisors & AI Trading
Risk Management & Compliance
and more

6. Index Fund Advisors, Inc.

Industry: Investment Management

Location: Irvine, California

Website: ifa.com

Company Founded: 1999

Company Size: 11-50

Company Address: 19200 Von Karman Avenue, Irvine, California, United States

Index Fund Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Venkat Yarlagadda Vice President
Requires/Intent
SEO
Public Relations
Private Wealth Management
Software Development
CRM Systems
and more

7. Avanath Realty

Industry: Investment Management

Location: Irvine, California

Company Founded: 2008

Company Size: 11-50

Company Address: 17901 Von Karman Avenue, Irvine, California, United States

Avanath Realty Contact Details

Name Title LinkedIn Phone Email
Tracy Kruk Administrative Assistant-leasing
Kim Bennett Property Manager
Autumn Robinson Manager
Luis Rosa Maintenance Supervisor
Becca Mcdonald Assistant Community Manager
Mudasser Ahmed Service Team Manager
Requires/Intent
Tax Optimization For Investments
E-commerce Integration
and more

8. Homeunion

Industry: Investment Management

Location: Irvine, California

Website: homeunion.com

Company Founded: 2011

Company Size: 51-200

Company Address: 2010 Main Street, Irvine, California, United States

Homeunion Contact Details

Name Title LinkedIn Phone Email
Meghan Lavery Co-owner
Requires/Intent
Alternative Investment Consulting
HR & Payroll Services
Branding
Global Market Trend Analysis
Software Development
and more
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Irvine Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Thomas Ravert Pathway Capital Management Managing Director
2 Matt Lugar Pathway Capital Management Managing Director
3 Will Belmont Pathway Capital Management Investment Analyst
4 Morgan Brokaw Pathway Capital Management Investment Analyst
5 Benjamin Pittsley Pathway Capital Management Vice President
6 John Ruggieri Pathway Capital Management Director
7 Francesca Youn Pathway Capital Management Senior Investment Analyst
8 Patrick Cleary Alpha Cubed Investments, Llc Vice President, Investment Advisor Representative
9 Aifâ Patrick Cleary Alpha Cubed Investments, Llc Vice President, Investment Advisor Representative
10 Dawna Powell American Healthcare Investors Vice President-asset Management
11 Julie Krouse American Healthcare Investors Director Of Operations
12 Christabel Villanueva American Healthcare Investors Senior Associate, Asset Management
13 Leticia Boochee American Healthcare Investors Associate, Assest Management
14 Rosa Hagedorn American Healthcare Investors Senior Associate
15 Cory Lajevardi American Healthcare Investors Senior Property Accountant
16 Brenda Cerkoske American Healthcare Investors Asset Manager
17 Michael Lacey Signature Resources Capital Management, Llc Managing Director
18 Charles Kassicieh Bfsg, Llc Portfolio Manager
19 Venkat Yarlagadda Index Fund Advisors, Inc. Vice President
20 Tracy Kruk Avanath Realty Administrative Assistant-leasing
21 Kim Bennett Avanath Realty Property Manager
22 Autumn Robinson Avanath Realty Manager
23 Luis Rosa Avanath Realty Maintenance Supervisor
24 Becca Mcdonald Avanath Realty Assistant Community Manager
25 Mudasser Ahmed Avanath Realty Service Team Manager
26 Meghan Lavery Homeunion Co-owner

Investment Management companies in different cities of California

No. Industry Number of Contacts Download
1 Investment Management Companies in San Francisco 6864
2 Investment Management Companies in Los Angeles 5460
3 Investment Management Companies in San Diego 936