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Building 2CARNEGIE WEALTH MANAGEMENT LLC

Map pin
Phone818-679-2724
NotebookSEC #801-129487
Total AUM
$41.5M
Employees
3
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
818-679-2724

ReceiptFinancials

Total AUM
$41.5M
Accounts
71
Discretionary
$0
Accounts
0
Non-Discretionary
$41.5M
Accounts
71

ContactClients

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Individual Clients
61
AUM
$25M
HNW Individual Clients
10
AUM
$16.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CA

HandshakeAffiliates

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

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