CARMANDALIAN FINANCIAL GROUP, LLC

2829 Townsgate Rd
Suite 100
Westlake Village, California 91361
Tel: 818-707-5304

About CARMANDALIAN FINANCIAL GROUP, LLC

CARMANDALIAN FINANCIAL GROUP, LLC, formally registered with the SEC as CARMANDALIAN FINANCIAL GROUP, LLC. The firm was established in 04/18/2022. They have over 2 offices throughout the country.

CARMANDALIAN FINANCIAL GROUP, LLC is a Westlake Village, California based Financial Planning firm with nearly $113,536,684 assets under management, offering retirement planning & investment advisory services to 176 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	292458
SEC#	801-123754
Assets Managed by Firm	$113,536,684
No. of Clients	176
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	176	$113,536,684
Individuals (other than high net worth individuals)	42	$11,196,127
High net worth individuals	30	$96,216,817
Charitable organizations	Fewer than 5 clients	$371,113
Corporations or other businesses	Fewer than 5 clients	$5,752,627

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