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CARMEL CAPITAL MANAGEMENT L.L.C.
26350 Carmel Rancho Lane
Suite 225
Carmel, California 93923-8734
Tel: 831-625-1375
About CARMEL CAPITAL MANAGEMENT L.L.C.
CARMEL CAPITAL MANAGEMENT LLC, formally registered with the SEC as CARMEL CAPITAL MANAGEMENT LLC. The firm was established in 06/03/2002. They have over 1 offices throughout the country.
CARMEL CAPITAL MANAGEMENT L.L.C. is a Carmel, California based Financial Planning firm with nearly $310,734,000 assets under management, offering retirement planning & investment advisory services to 103 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 120675 |
| SEC# | 801-61225 |
| Assets Managed by Firm | $310,734,000 |
| No. of Clients | 103 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Other (CONSULTING FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (WEALTH & INVESTMENT CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 103 | $310,734,000 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $233,000 |
| High net worth individuals | 96 | $301,600,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $8,668,000 |
| Charitable organizations | Fewer than 5 clients | $233,000 |
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