CARMEL CAPITAL PARTNERS, LLC

12760 High Bluff Drive
Suite 210
San Diego, California 92130
Tel: 858-457-7544

About CARMEL CAPITAL PARTNERS, LLC

CARMEL CAPITAL PARTNERS, LLC, formally registered with the SEC as CARMEL CAPITAL PARTNERS, LLC. The firm was established in 09/23/2005. They have over 4 offices throughout the country.

CARMEL CAPITAL PARTNERS, LLC is a San Diego, California based Financial Planning firm with nearly $333,256,985 assets under management, offering retirement planning & investment advisory services to 639 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	123907
SEC#	801-64695
Assets Managed by Firm	$333,256,985
No. of Clients	639
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Other (MONITORING FEES)

Firm Client Information

	No. of Clients	AUM
Firm Total	639	$333,256,985
Individuals (other than high net worth individuals)	106	$38,907,946
High net worth individuals	66	$285,236,183
Corporations or other businesses	Fewer than 5 clients	$1,251,509

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