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Building 2CARMANDALIAN FINANCIAL GROUP, LLC

Map pinWESTLAKE VILLAGE, CA
Phone818-707-5304
NotebookSEC #801-123754
Total AUM
$150.8M
Employees
2
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2829 TOWNSGATE RD
SUITE 100
WESTLAKE VILLAGE
CA 91361
United States
Operating Hours
7:30 AM - 4:00 PM
Monday - Friday
Phone
818-707-5304
Other Offices
1

ReceiptFinancials

Total AUM
$150.8M
Accounts
363
Discretionary
$126.7M
Accounts
230
Non-Discretionary
$24.1M
Accounts
133

ContactClients

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Individual Clients
61
AUM
$18M
HNW Individual Clients
25
AUM
$130.8M
Pension/Profit Sharing Plan Clients
1
AUM
$504.2K
Charitable Organization Clients
1
AUM
$387.7K
Corporation or Business Clients
1
AUM
$33.5K
Other Clients
1
AUM
$1.1M
Description of Other Clients
CFG FEE ACCOUNT

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

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

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