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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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