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West David Whittaker

CARMEL CAPITAL MANAGEMENT L.L.C.·CARMEL, California
Unclaimed Profile
26350 CARMEL RANCHO LANE, CARMEL, CA 93923-8734CRD# 1228217Firm CRD# 120675
01

About

West David Whittaker is a registered financial advisor based in CARMEL, California, affiliated with CARMEL CAPITAL MANAGEMENT L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CARMEL CAPITAL MANAGEMENT L.L.C.
CARMEL CAPITAL MANAGEMENT L.L.C.
AUM
$246M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CARMEL CAPITAL MANAGEMENT L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Other: CONSULTING FEES
Regulatory
SEC/IARD CRD# 1228217
Firm CRD# 120675
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does West David Whittaker offer?
West David Whittaker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CARMEL, California for a consultation.
What are West David Whittaker's credentials?
West David Whittaker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is West David Whittaker located?
West David Whittaker is based in CARMEL, California, working with CARMEL CAPITAL MANAGEMENT L.L.C.. Their office serves clients in the CARMEL metropolitan area and surrounding communities.
How does West David Whittaker charge for services?
West David Whittaker's firm is compensated through percentage of aum, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARMEL CAPITAL MANAGEMENT L.L.C.?
CARMEL CAPITAL MANAGEMENT L.L.C. has approximately 6 employees and manages $246M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Peter Lindsay Neumeier — NEUMEIER POMA INVESTMENT COUNSEL LLCBrian David Poma — NEUMEIER POMA INVESTMENT COUNSEL LLCHoward Carl Given — GIVEN CAPITAL MANAGEMENT, LLCCurt Alan Breitfuss — ASTERA FINANCIAL GROUP, LLCDonna Hagerty — NEUMEIER POMA INVESTMENT COUNSEL LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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