CARMEL CAPITAL MANAGEMENT L.L.C. - Financial Advisor in California, Carmel

Tel: 831-625-1375 26350 Carmel Rancho Lane Suite 225 Carmel, California 93923-8734

About CARMEL CAPITAL MANAGEMENT L.L.C.

CARMEL CAPITAL MANAGEMENT L.L.C. is a Carmel, California based financial advisory firm with nearly $310,734,000 in assets under management and provides investment advisory services for 103 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

120675

Firm SEC#:

801-61225

Assets Under Management:

$310,734,000

No. of Clients:

103

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (WEALTH & INVESTMENT CONSULTING)

Fee Structure:

A percentage of AUM, Other (CONSULTING FEES)

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