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MIRAMONTES CAPITAL, LLC
4701 Teller Ave
Newport Beach, California 92660
Tel: 1-800-460-1595
About MIRAMONTES CAPITAL, LLC
MIRAMONTES CAPITAL, LLC, formally registered with the SEC as MIRAMONTES CAPITAL, LLC. The firm was established in 03/02/2017. They have over 1 offices throughout the country.
MIRAMONTES CAPITAL, LLC is a Newport Beach, California based Financial Planning firm with nearly $296,285,231 assets under management, offering retirement planning & investment advisory services to 1245 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 264786 |
| SEC# | 801-110012 |
| Assets Managed by Firm | $296,285,231 |
| No. of Clients | 1245 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1245 | $296,285,231 |
| Individuals (other than high net worth individuals) | 550 | $139,046,168 |
| High net worth individuals | 72 | $157,239,063 |
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