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CARMEL PARTNERS

Tel: 415-273-2900
1000 Sansome Street
First Floor
San Francisco, California  94111

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CARMEL PARTNERS

CARMEL PARTNERS is a San Francisco, California based financial advisory firm with nearly $6,034,190,177 in assets under management and provides investment advisory services for 8 clients. There are currently 175 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

160892

SEC#:

801-74214

No. of Clients:

8

Assets under Management

$6,034,190,177

No. of Advisors:

175

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