CARMEL CAPITAL MANAGEMENT L.L.C.

CARMEL, California·1 registered advisor·CRD# 120675
SEC# 801-612250831-625-1375
01

Firm Overview

AUM
$246M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Other: CONSULTING FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CARMEL CAPITAL MANAGEMENT L.L.C.

1 registered advisor
West David Whittaker
CARMEL, California
05

Office Locations

CARMEL, California
1 advisor

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Data sourced from SEC Form ADV filings. CARMEL CAPITAL MANAGEMENT L.L.C. (CRD# 120675) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.