CARMEL CAPITAL MANAGEMENT L.L.C.
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
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)
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