CARMEL CAPITAL PARTNERS, LLC
Tel: 858-457-7544 12760 High Bluff Drive Suite 210 San Diego, California 92130
About CARMEL CAPITAL PARTNERS, LLC
CARMEL CAPITAL PARTNERS, LLC is a San Diego, California based financial advisory firm with nearly $333,256,985 in assets under management and provides investment advisory services for 639 clients. There are currently 10 financial advisors at the firm.
General Information
Firm CRD#:
123907
Firm SEC#:
801-64695
Assets Under Management:
$333,256,985
No. of Clients:
639
Advisory Services Provided:
Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Other (MONITORING FEES)
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