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Building 2MIRAMONTES CAPITAL, LLC

Map pinNEWPORT BEACH, CA
Phone1-800-460-1595
NotebookSEC #801-110012
Total AUM
$396.9M
Employees
15
Clients
744

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4701 TELLER AVE
NEWPORT BEACH
CA 92660
United States
Operating Hours
7:30AM - 4:30PM
Monday - Friday
Phone
1-800-460-1595
Other Offices
1

ReceiptFinancials

Total AUM
$396.9M
Accounts
1,709
Discretionary
$165.6M
Accounts
551
Non-Discretionary
$231.4M
Accounts
1,158

ContactClients

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Individual Clients
633
AUM
$143.7M
HNW Individual Clients
111
AUM
$253.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIDNVNYTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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