Carmel Capital Management LLC

EST. AUM
$391,993,000

CONTACTS
1

CLIENT ACCOUNTS
109

Firm Details

Metro area San Francisco
CRD Number 120675
Website carmelcapital.com
Client types

Overview

Carmel Capital Management L.L.C., headquartered in the heart of California’s scenic Monterey Peninsula, is a locally-owned, full-service investment advisory firm registered with the U.S. Securities and Exchange Commission. The firm provides comprehensive investment management and wealth management services for individuals, trusts, pension plans, and charitable and educational endowments and foundations. Since 1999, their diligence, objectivity, and disciplined approach to portfolio management have been preserving and growing clients’ wealth. Carmel Capital Management offers full transparency and independent custodianship for all client portfolios. The firm's professionals are CFA charterholders or CFA candidates with extensive postgraduate education who uphold the highest ethical standards. They pride themselves on their long-term clientele and strong relationships with clients’ CPAs and attorneys.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Carmel Capital Management LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company