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Home > Retirement Planners > california > san francisco > CARMEL PARTNERS
CARMEL PARTNERS
1000 Sansome Street
First Floor
San Francisco, California 94111
Tel: 415-273-2900
About CARMEL PARTNERS
CARMEL PARTNERS, formally registered with the SEC as CARMEL PARTNERS. The firm was established in 03/30/2012. They have over 6 offices throughout the country.
CARMEL PARTNERS is a San Francisco, California based Financial Planning firm with nearly $6,034,190,177 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 175 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160892 |
| SEC# | 801-74214 |
| Assets Managed by Firm | $6,034,190,177 |
| No. of Clients | 8 |
| No. of Advisors | 175 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8 | $6,034,190,177 |
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