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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