Santa Monica, CA Office

Team
Updated today

Client AUM

$24,292,196,849

Clients

15,155

Advisors

2

Of 216 advisors across 50 offices

Location

1201 Montana Ave., Suite 205

Santa Monica CA 90403

Advisors at this office

2

Advisors at this office

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Anthony B

Series 65

Santa Monica, CA

Arax Advisory Partners

Anthony Blueford is a financial advisor with Arax Advisory Partners in Santa Monica, CA, holding a Series 65 credential and nine years of industry experience. Prior to joining Arax in 2025, he spent nine years with Georgina Asset Management. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in regulatory assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation, with notable use of performance-based fee arrangements and carried interest structures.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Robert L

Series 63, Series 65

Santa Monica, CA

Arax Advisory Partners

Robert Lipp is a financial advisor at Arax Advisory Partners with 20 years of industry experience. He previously spent 25 years at Georgina Asset Management, LLC. Outside of his advisory work, he serves on the advisory board of sports media company SGG Media, Inc. and is a board member of Fast Ball Media, Inc. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, and advisory services through a combination of internal and external investment approaches.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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