1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CARMANDALIAN FINANCIAL GROUP, LLC

Map pinAGOURA HILLS, CA
Phone805-366-3484
NotebookSEC #801-112485
Total AUM
$91.8M
Employees
2
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30200 AGOURA ROAD
SUITE 240
AGOURA HILLS
CA 91301
United States
Operating Hours
7:30 AM - 4:00 PM
Monday - Friday
Phone
805-366-3484

ReceiptFinancials

Total AUM
$91.8M
Accounts
225
Discretionary
$81.8M
Accounts
157
Non-Discretionary
$10M
Accounts
68

ContactClients

View more in analytics →

Individual Clients
36
AUM
$11.8M
HNW Individual Clients
26
AUM
$80M
Pension/Profit Sharing Plan Clients
1
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account