Argon Investment Management LLC

Legacy Road Family Offices is a boutique financial services firm based in Beverly Hills, CA, specializing in wealth management and estate planning for high-net-worth individuals and families. With a focus on personalized service and tailored solutions, Legacy Road Family Offices helps clients navigate complex financial landscapes and achieve their long-term financial goals. Generated from their business information

Founded in 2000, Lewis Capital Management is a boutique investment firm located in Beverly Hills, California, specializing in asset management for high net worth individuals, family groups, and institutions. As of December 31, 2024, the firm manages approximately $160 million in assets, employing a value-based equity philosophy to guide its investment strategies. Lewis Capital offers a variety of portfolio types, including Equity, Fixed Income, and Balanced Equity Fixed Income, tailored to meet the specific objectives and financial situations of its clients. The firm emphasizes collaboration with clients' accountants, attorneys, and business managers to ensure an integrated approach to professional services. Generated from the website

McKinney Asset Management is a premier financial planning firm located in the heart of Beverly Hills, CA. Specializing in personalized investment strategies and wealth management, the firm caters to high-net-worth individuals and families. With a team of experienced professionals, McKinney Asset Management focuses on helping clients achieve their financial goals through tailored solutions and expert guidance. Generated from this place's information