Investment Mgmt in Los Angeles
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Los Angeles - Investment Mgmt

Specialties: Financial Advisor / Wealth Management


Kristin Edmonds
- Morgan Stanley Smith Barney

I focus on managing the risk in my clients' portfolios to avoid disruptive events and navigate challenging markets. My three partners and I manage over $1 billion in assets for wealthy individuals, families and foundations. Approximately 70% of our clients work in the entertainment industry including studio executives, writers, actors, producers and musicians.



    10960 Wilshire Blvd
Los Angeles, CA  91423-3725
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  Profession Investment Mgmt
  Specialty Financial Advisor / Wealth Management
  Group ENT2 [EC]
  Business Name Morgan Stanley Smith Barney
  Title
  Address 10960 Wilshire Blvd
Suite 2000
Los Angeles, CA 91423-3725
  Work Phone (310)443-0552
  Fax
  Web Site
  Member Since 9/2010
 
Information Not Available
 
- Financial Planning
- Spending Analysis
- Portfolio Risk Assessment
- Trust/Estate review
- 401k Plans
 
Our average client has approximately $4 million in investable assets.

Our average foundation client has $20 million in investable assets.
 
Information Not Available
 
Information Not Available
 

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  Charities - Cedars Sinai
- Motion Picture & Television Fund
   
  College Degrees BA - Economics / International Relations
Stanford University
   
 


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