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Carlos Mungaray

KAMICHU WEALTH MANAGEMENT LLC·LAS VEGAS, Nevada
Clean recordKAMICHU WEALTH MANAGEMENT LLC
1981 FENCHURCH CT., LAS VEGAS, NV 89117CRD# 5105099Firm CRD# 295412

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carlos Mungaray · LAS VEGAS, NV
Registration
CRD #5105099 · KAMICHU WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carlos Mungaray is a registered financial advisor based in LAS VEGAS, Nevada, affiliated with KAMICHU WEALTH MANAGEMENT LLC. 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
Introduction

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03

Firm Overview

Firm
KAMICHU WEALTH MANAGEMENT LLC
KAMICHU WEALTH MANAGEMENT LLC
AUM
$206M
Regulatory assets under management
Employees
18
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5105099
Firm CRD# 295412
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carlos Mungaray offer?
Carlos Mungaray specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAS VEGAS, Nevada for a consultation.
What are Carlos Mungaray's credentials?
Carlos Mungaray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carlos Mungaray located?
Carlos Mungaray is based in LAS VEGAS, Nevada, working with KAMICHU WEALTH MANAGEMENT LLC. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.
How does Carlos Mungaray charge for services?
Carlos Mungaray's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KAMICHU WEALTH MANAGEMENT LLC?
KAMICHU WEALTH MANAGEMENT LLC has approximately 18 employees and manages $206M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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