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ALMITAS CAPITAL LLC

1460 4th Street
Suite 300
Santa Monica, California 90401
Tel: 310-573-4343

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About ALMITAS CAPITAL LLC

ALMITAS CAPITAL LLC, formally registered with the SEC as ALMITAS CAPITAL LLC. The firm was established in 06/30/2016. They have over 2 offices throughout the country.

ALMITAS CAPITAL LLC is a Santa Monica, California based Financial Planning firm with nearly $783,717,360 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#166705
SEC#801-108002
Assets Managed by Firm$783,717,360
No. of Clients2
No. of Advisors11

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total2$783,717,360

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