CARMEL CAPITAL PARTNERS, LLC

SAN DIEGO, California·2 registered advisors·CRD# 123907
SEC# 801-646953858-457-7544
01

Firm Overview

AUM
$333M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Other
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at CARMEL CAPITAL PARTNERS, LLC

2 registered advisors
Anthony Alan Josephson
SAN DIEGO, California
Russell Gavin Silberstein
SAN DIEGO, California
05

Office Locations

SAN DIEGO, California
2 advisors

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Data sourced from SEC Form ADV filings. CARMEL CAPITAL PARTNERS, LLC (CRD# 123907) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.