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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