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Building 2CARMEL CAPITAL MANAGEMENT L.L.C.

Map pinCARMEL, CA
Phone831-625-1375
NotebookSEC #801-61225
Total AUM
$392M
Employees
6
Clients
105

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
26350 CARMEL RANCHO LANE
SUITE 225
CARMEL
CA 93923-8734
United States
Operating Hours
8:00 A.M. - 4:30 P.M.
Monday - Friday
Phone
831-625-1375

ReceiptFinancials

Total AUM
$392M
Accounts
109
Discretionary
$392M
Accounts
109
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$298K
HNW Individual Clients
102
AUM
$380.8M
Pension/Profit Sharing Plan Clients
1
AUM
$10.6M
Charitable Organization Clients
1
AUM
$263K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
WEALTH & INVESTMENT CONSULTING
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
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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