Overview
Assets Under Management: $311 million
Headquarters: CARMEL, CA
High-Net-Worth Clients: 96
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.06
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 103
Discretionary Accounts: 103
Regulatory Filings
CRD Number: 120675
Last Filing Date: 2025-01-27 00:00:00
Website: https://carmelcapital.com