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CARMEL CAPITAL MANAGEMENT L.L.C.

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

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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

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 FEE

Firm CRD#:

120675

SEC#:

801-61225

No. of Clients:

103

Assets under Management

$310,734,000

No. of Advisors:

6

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