AdvisorOS Directory
Claim Profile
CO

Carina Kaftarian Oghoorian

ACAP ASSET MANAGEMENT, INC.·STUDIO CITY, California
Unclaimed Profile
12031 VENTURA BLVD, STUDIO CITY, CA 91604CRD# 5641202Firm CRD# 149452
01

About

Carina Kaftarian Oghoorian is a registered financial advisor based in STUDIO CITY, California, affiliated with ACAP ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ACAP ASSET MANAGEMENT, INC.
ACAP ASSET MANAGEMENT, INC.
AUM
$206M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ACAP ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5641202
Firm CRD# 149452
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in STUDIO CITY?

Browse all registered financial advisors in STUDIO CITY, California or claim this profile if it's yours.

Browse STUDIO CITY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Carina Kaftarian Oghoorian offer?
Carina Kaftarian Oghoorian specializes in Financial Planning, Investment Management. Contact their office in STUDIO CITY, California for a consultation.
What are Carina Kaftarian Oghoorian's credentials?
Carina Kaftarian Oghoorian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carina Kaftarian Oghoorian located?
Carina Kaftarian Oghoorian is based in STUDIO CITY, California, working with ACAP ASSET MANAGEMENT, INC.. Their office serves clients in the STUDIO CITY metropolitan area and surrounding communities.
How does Carina Kaftarian Oghoorian charge for services?
Carina Kaftarian Oghoorian's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACAP ASSET MANAGEMENT, INC.?
ACAP ASSET MANAGEMENT, INC. has approximately 5 employees and manages $206M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in STUDIO CITY
Mcginnis Andrew Mccoy — PRISM ADVISORS, INC.Amy Louise Aquino — PRISM ADVISORS, INC.Stacey Kiyomi Snow — PRISM ADVISORS, INC.Ara Oghoorian — ACAP ASSET MANAGEMENT, INC.Michael Cameron Thom — RCF ASSET MANAGEMENT GROUP 4, 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile