Overview
Assets Under Management: $151 million
Headquarters: WESTLAKE VILLAGE, CA
High-Net-Worth Clients: 25
Average Client Assets: $5.2 million
Frequently Asked Questions
CARMANDALIAN FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #292458), CARMANDALIAN FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
CARMANDALIAN FINANCIAL GROUP, LLC is headquartered in WESTLAKE VILLAGE, CA.
CARMANDALIAN FINANCIAL GROUP, LLC serves 25 high-net-worth clients according to their SEC filing dated April 01, 2026. View client details ↓
According to their SEC Form ADV, CARMANDALIAN FINANCIAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CARMANDALIAN FINANCIAL GROUP, LLC manages $151 million in client assets according to their SEC filing dated April 01, 2026.
According to their SEC Form ADV, CARMANDALIAN FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.70%
Average Client Assets: $5.2 million
Total Client Accounts: 363
Discretionary Accounts: 230
Non-Discretionary Accounts: 133
Regulatory Filings
CRD Number: 292458
Filing ID: 2089535
Last Filing Date: 2026-04-01 11:52:59