Top Investment Firms in Irvine
226 Companies
List of the Top Irvine Investment Management Firms
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UndisclosedUndisclosed50 - 249Orange, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company First Pacific Bank was founded in 2006. The midsize team focuses on Commercial Financing and Funding & Investment.
Read moreSee All Locations (5)Orange, CA
625 The City Drive South
Orange, CA 9286816 - 20
714-352-7473
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$10,000+< $25 / hr50 - 249Newport Beach, CA
Services provided
20% Funding & Investment20% Commercial Financing20% Finance & Accounting Outsourcing (FAO) +2 services20% Financial Advising & Planning20% Financial ConsultingLaunched in 2023, Blackstone Commodity Group is a Finance & Accounting Outsourcing (FAO) company. The team offers Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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UndisclosedUndisclosed50 - 249Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 1989, Whittier Trust Company is a Commercial Financing and Funding & Investment company. The firm specializes in Commercial Financing and Funding & Investment, and is midsize.
Read moreSee All Locations (2)Newport Beach, CA
4695 MacArthur Court Suite 1500
Newport Beach, CA 9266076 - 100
+1.949.216.2200
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UndisclosedUndisclosed50 - 249Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingGreen Street Advisors is a midsize Commercial Financing and Funding & Investment company launched in 1985. Their team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Anaheim, CA
Services provided
50% Funding & Investment50% Commercial FinancingCredit Union of Southern California is a Commercial Financing and Funding & Investment company. They provide Commercial Financing and Funding & Investment and are headquartered in Anaheim,
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UndisclosedUndisclosed50 - 249Irvine, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Corinthian Title Company is based in Irvine, California. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Laguna Beach, CA
Services provided
100% Funding & InvestmentFunding & Investment company WCM Investment Management is in Laguna Beach, California. They provide Funding & Investment and were launched in 1976.
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UndisclosedUndisclosed50 - 249Newport Beach, CA
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50% Funding & Investment50% Financial Advising & PlanningFounded in 1988, Canterbury Consulting is a Financial Advising & Planning and Funding & Investment company. The team specializes in Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed10 - 49Anaheim, CA
Services provided
50% Funding & Investment50% Commercial FinancingExpress Capital Funding Inc is a Commercial Financing and Funding & Investment company. Their team is headquartered in Anaheim, California and provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Irvine, CA
Services provided
50% Funding & Investment50% Commercial FinancingThe Bascom Group, a Commercial Financing and Funding & Investment company, is in Irvine, California. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Rancho Santa Margarita, CA
Services provided
50% Funding & Investment50% Commercial FinancingKairos Investment Management Company, a Commercial Financing and Funding & Investment company, was established in 2006. The agency provides Commercial Financing and Funding & Investment, and is
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UndisclosedUndisclosed10 - 49Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingBuchanan Street Partners, a small Commercial Financing and Funding & Investment company, is located in Newport Beach, California. The team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Aliso Viejo, CA
Services provided
50% Funding & Investment50% Commercial FinancingGreenpath Funding, NMLS 1146157, a small Commercial Financing and Funding & Investment company, is in Aliso Viejo, California. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Irvine, CA
Services provided
50% Funding & Investment50% Commercial FinancingGranite Investment Group is a small Commercial Financing and Funding & Investment company. They offer Commercial Financing and Funding & Investment and were founded in 1995.
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UndisclosedUndisclosed10 - 49Huntington Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Shore Capital Corporation is based in Huntington Beach, California. They offer Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Anaheim, CA
Services provided
50% Funding & Investment50% Commercial FinancingPaul Kott Realtors is a Commercial Financing and Funding & Investment company. The team specializes in Commercial Financing and Funding & Investment, and the company is in Anaheim, California.
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UndisclosedUndisclosed2 - 9Irvine, CA
Services provided
50% Funding & Investment50% Commercial FinancingCarlyle Capital is a Commercial Financing and Funding & Investment company founded in 2000. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingLucescu Realty is a small Commercial Financing and Funding & Investment company located in Newport Beach, California. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
50% Funding & Investment50% Commercial FinancingAssociated Commercial Brokers is a Commercial Financing and Funding & Investment company. They were launched in 1994, and their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Irvine, CA
Services provided
50% Funding & Investment50% Commercial FinancingKelemen Caamano Investments is a Commercial Financing and Funding & Investment company. Established in 2015, their team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Ladera Ranch, CA
Services provided
50% Funding & Investment50% Commercial FinancingPivotal Capital Group II, LLC is a Commercial Financing and Funding & Investment company established in 2011. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingBelgravia Capital is a Commercial Financing and Funding & Investment company established in 1984. The small team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingBCC Capital Partners, a small Commercial Financing and Funding & Investment company, is located in Newport Beach, California. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
50% Funding & Investment50% Commercial FinancingJMR Capital is a small Commercial Financing and Funding & Investment company. Established in 1992, the team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingCapital Investment Network is a Commercial Financing and Funding & Investment company launched in 1978. The agency provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingNewport Harbor Group is a Commercial Financing and Funding & Investment company. The Newport, Rhode Island-based company specializes in Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Newport Beach, CA
100 Bayview Circle
Newport Beach, CA 926602 - 5
949-669-5730
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UndisclosedUndisclosed50 - 249Newport Beach, CA
Services provided
35% Funding & Investment35% Commercial Financing30% Executive SearchHarvey & Company LLC is a Newport Beach, California-based Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Irvine, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLaunched in 2010, IRA Capital is a Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Newport Beach, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingClearLight Partners is a Financial Advising & Planning company headquartered in Newport Beach, California. They offer Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Newport Beach, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingWindjammer Capital is a Waltham, Massachusetts-based Financial Advising & Planning company. Established in 1990, the team offers Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (2)Newport Beach, CA
840 Newport Center Dr Suite 650
Newport Beach, CA 9266031 - 40
949.721.9944
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$10,000+$150 - $199 / hr2 - 9Los Angeles, CA
Services provided
10% Funding & Investment20% ERP Consulting and SI15% Accounting +6 services15% IT Strategy Consulting10% Back Office Outsourcing10% Business Consulting10% Commercial Financing5% HR Consulting5% RecruitingSee all 2 projectsVargasAndrews is a strategic consulting firm specializing in business and digital transformation, CRM refinement, and executive recruitment. Reviewers highlight the company's responsiveness, expertise in evolving technology needs, and thorough project management. Clients appreciate their role in shaping company culture and providing strategic guidance, with 100% of reviews noting their value in facilitating organizational growth and transformation.
Reviews mention Helpful
The feedback regarding VargasAndrews highlights their notable helpfulness in facilitating business and digital transformations for clients. One client praised their thoroughness in recruiting and project management, emphasizing their high-touch communication and accountability. VargasAndrews was commended for stepping beyond their defined scope to support company culture and address team dysfunctions, demonstrating a deep commitment to the client's success. Despite some initial challenges, the team effectively addressed feedback and improved their processes.-
Recruiting & Business Strategy for Automotive Battery Co.
5.0 Jan 8, 2021VargasAndrews has given us a lot of value. They’ve recruited five people to our team. VargasAndrews has been helpful in finding the right experts and partners for us. They do their due diligence and manage the project.
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Recruiting & Business Strategy for Automotive Battery Co.
5.0 Jan 8, 2021They provide a lot of high-touch communication and updates. They hold us accountable. If we start to fall behind the timeline, they make sure to get us back on track. Their team is very on top of everything; they focused on the highest priorities.
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Recruiting & Business Strategy for Automotive Battery Co.
5.0 Jan 8, 2021They’re very helpful with us in terms of our company culture and ensuring there’s coaching. VargasAndrews has stepped up to help us work properly, get our priorities straight, and iron out dysfunctions. This is outside of their scope; they’re doing it willingly.
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Industry Experience
VargasAndrews demonstrates strong capabilities in the Information Technology and Automotive industries. Clients praise their responsiveness, expertise in digital transformations, and strategic recruitment efforts. In IT, they effectively refine CRM systems and facilitate organizational growth. In the Automotive sector, they support business and digital transformations, enhancing team dynamics and culture. Overall, their impact is marked by thorough project management and a commitment to client success, making them well-suited for companies undergoing significant changes.
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Information technology Other IndustryWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed satisfaction with VargasAndrews' pricing, noting it as reasonable compared to market standards. One client highlighted their thoroughness and value, stating they received significant return on a $270,000 investment. Overall sentiment indicates a strong sense of value for money, with clients appreciating the company's responsiveness and commitment to delivering high-quality results, despite some areas for improvement in project clarity and speed of execution.Was this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
Reviewers in Los Angeles praise VargasAndrews for their strategic support in digital upgrades, recruitment, and organizational culture. Their high-touch communication and project oversight ensure successful transformation projects, with clients noting their thoroughness and proactive problem-solving.Read Local ReviewsWas this helpful?
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UndisclosedUndisclosed10 - 49San Juan Capistrano, CA
Services provided
50% Funding & Investment50% Commercial FinancingDPFG Inc. Is a Commercial Financing and Funding & Investment company in San Juan Capistrano, California. They focus on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFairmont Capital, Inc. Is a small Financial Advising & Planning company located in Anaheim, California. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Irvine, CA
Services provided
60% Funding & Investment40% BI & Big Data Consulting & SIBrightQuery is a small Irvine, California-based Funding & Investment company. Their services include Funding & Investment and BI & big data consulting & SI.
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UndisclosedUndisclosed50 - 249Newport Beach, CA
Services provided
10% Funding & Investment10% Commercial Brokerage Services10% Direct Marketing +7 services10% Engineering10% IT Strategy Consulting10% Insurance Law10% Real Estate Law10% Recruiting10% Search Engine Optimization10% Social Media MarketingMilan CM is a Funding & Investment company. Launched in 2025, the team focuses on Funding & Investment and Direct Marketing. The company is in Newport Beach, California.
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UndisclosedUndisclosed50 - 249El Segundo, CA
Services provided
80% Funding & Investment20% Litigation Support ServicesIn El Segundo, California, Rockpoint Legal Funding is a Funding & Investment company. Founded in 2010, the team focuses on Funding & Investment and Litigation Support Services.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
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50% Funding & Investment50% Commercial FinancingHarborWest Commercial Lending is a Commercial Financing and Funding & Investment company established in 2017. The agency provides Commercial Financing and Funding & Investment, and is small.
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UndisclosedUndisclosed2 - 9Laguna Hills, CA
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 2017, Mortgage Point, a small Commercial Financing and Funding & Investment company, is in Laguna Hills, California. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Fountain Valley, CA
Services provided
50% Funding & Investment50% Commercial FinancingPoint West Financial Inc. Is a Commercial Financing and Funding & Investment company. They were founded in 1983, and their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingLendtuit Southern California, a Commercial Financing and Funding & Investment company, is located in Newport Beach, California. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingETHICS Real Estate is a Newport Beach, California-based Commercial Financing and Funding & Investment company. Founded in 1979, the team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Irvine, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Metro Realty Group is headquartered in Irvine, California. Launched in 2012, the team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Costa Mesa, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company The SBA Lender - Greg Dill was launched in 1945. In Costa Mesa, California, the team specializes in Commercial Financing and Funding &
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UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingThe Lawrence Group LLC / Profile Masters is a Commercial Financing and Funding & Investment company launched in 2014. The agency focuses on Commercial Financing and Funding & Investment, and is
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UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingRiver Valley Holdings, LLC is a small Commercial Financing and Funding & Investment company located in Newport Beach, California. Their services include Commercial Financing and Funding &
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UndisclosedUndisclosed10 - 49West Covina, CA
Services provided
50% Funding & Investment50% Commercial FinancingUniversal Bank is a small Commercial Financing and Funding & Investment company. Launched in 1954, the team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Santa Monica, CA
Services provided
50% Funding & Investment50% Commercial FinancingSee all 1 projectsMandri Capital is a capital markets brokerage firm specializing in securing financing for real estate projects. The feedback highlights their integrity, ease of project management, and impressive 100% success rate in securing loans. Clients appreciate their dedication and effective communication, with no negative experiences reported. Approximately 80% of the reviews emphasize their strong industry connections and efficient processes.
Industry Experience
Mandri Capital excels in the real estate industry, particularly in financing projects through loans and equity investments. Clients commend their integrity, high success rate, and effective project management, highlighting their ability to navigate complex financial requirements. The firm is viewed as a trusted partner, capable of securing various types of financing, including construction and permanent loans. Overall, they are highly regarded in the real estate sector, making them a reliable choice for clients in need of capital solutions.
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Real estateWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express strong satisfaction with Mandri Capital's value for money, highlighting their high success rate in securing loans and the integrity of their service. One client noted a 100% success rate in obtaining financing, emphasizing the company's commitment and responsiveness to client needs. The overall sentiment reflects that Mandri Capital provides exceptional value, with clients feeling confident in referring others due to their trustworthy and effective approach.Was this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
In Los Angeles, Mandri Capital is recognized for delivering tailored real estate financing solutions, managing complex data efficiently, and maintaining strong lender relationships. Their proven track record and dedicated approach make them a trusted partner for high-stakes property projects.Read Local ReviewsWas this helpful?
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UndisclosedUndisclosed10 - 49Pasadena, CA
Services provided
30% Funding & Investment50% Financial Advising & Planning20% Financial ConsultingFounded in 1976, First Financial Consulting is a small Financial Advising & Planning company. Their team offers Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed2 - 9San Clemente, CA
Services provided
50% Funding & Investment50% Commercial FinancingFK Capital Fund, Inc. Is a small San Clemente, California-based Commercial Financing and Funding & Investment company. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingSee all 4 projectsLos Angeles Real Estate Investors Club, LLC is a company specializing in investment services, providing high-quality educational resources, investor networking opportunities, and detailed valuation and earnings reports. Reviews highlight their professionalism, responsiveness, and exceptional attention to detail, with 100% of reviewers noting timely delivery and clear communication. The firm effectively supports strategic growth and investment decisions with minimal need for revisions.
2 of 2 reviews are 5 stars2 new reviews for Funding & Investment services$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent reviews for Los Angeles Real Estate Investors Club, LLC reflect a strong positive sentiment, highlighting their professionalism, attention to detail, and value for cost. Clients praised their thorough analyses in projects such as Quality of Earnings reports and valuation assessments, noting timely communication and responsiveness. One client emphasized the company's deep market knowledge and efficient handling of complex tasks, while another commended their clear communication and thorough deliverables, indicating overall satisfaction with their services.Was this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Los Angeles Real Estate Investors Club, LLC's pricing as fitting their budgets while delivering excellent value for money. One client noted the 'good value for cost' and appreciated the thoroughness and professionalism of their services. Another emphasized their 'value and responsiveness' as exceptional, with no areas for improvement identified. Overall, the sentiment reflects strong satisfaction with the company's cost-effectiveness and quality of service.Was this helpful?
1 of 1 Irvine-based review is 5 stars1 Irvine-based review for Funding & Investment in past 6 monthsUnknown avg. project cost for Funding & Investment services in IrvineRead Similar ReviewsFunding & Investment project highlight
Property Management Services for Computer Solutions Company
5.0 — Los Angeles Real Estate Investors Club, LLC has been hired by a computer solutions company to manage their properties. The team is tasked with handling maintenance, tenant relations, and timely rent Read moreWas this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
Hermosa Beach-based Los Angeles Real Estate Investors Club, LLC excels in detailed financial analysis and project management for real estate acquisitions. Clients praise their professionalism, responsiveness, and clear communication, successfully delivering thorough reports on schedule for complex investment deals.Read Local ReviewsWas this helpful?
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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
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Focus (x-axis)
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Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
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List of the Top Irvine Investment Management Firms
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UndisclosedUndisclosed50 - 249Orange, CA
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
50% Funding & Investment50% Other -
$10,000+< $25 / hr50 - 249Newport Beach, CA
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Funding & Investment80% Other -
UndisclosedUndisclosed50 - 249Newport Beach, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
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UndisclosedUndisclosed50 - 249Newport Beach, CA
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0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
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UndisclosedUndisclosed50 - 249Anaheim, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
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UndisclosedUndisclosed50 - 249Irvine, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
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UndisclosedUndisclosed50 - 249Laguna Beach, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Funding & Investment -
UndisclosedUndisclosed50 - 249Newport Beach, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Anaheim, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Irvine, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
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UndisclosedUndisclosed10 - 49Rancho Santa Margarita, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Newport Beach, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
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UndisclosedUndisclosed10 - 49Aliso Viejo, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Irvine, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Huntington Beach, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other
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