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Carmandalian Financial Group, LLC

● SEC registered since 2022CRD 292458SEC# 801-123754Westlake Village, CA
Export (members)
Reg. AUM
$129.6M
Employees
2
Accounts
263
Location
Westlake Village, CA

Carmandalian Financial Group, LLC assets under management

Carmandalian Financial Group, LLC operates as an SEC-registered investment adviser based in Westlake Village, CA. The firm has been registered since 2022. It reports $129.6 million in regulatory assets under management and employs 2 people.
www.cfgclientwealth.comView on SEC.gov ↗

Carmandalian Financial Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Steven Carmandalian ControlOwner & Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Carmandalian Financial Group, LLC manage?

Carmandalian Financial Group, LLC reports $129.6 million in regulatory assets under management on its Form ADV.

How many employees does Carmandalian Financial Group, LLC have?

Carmandalian Financial Group, LLC reports 2 employees.

Where is Carmandalian Financial Group, LLC located?

Carmandalian Financial Group, LLC is based in Westlake Village, CA and has been SEC-registered since 2022.

Does Carmandalian Financial Group, LLC disclose fund performance?

Carmandalian Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2829 Townsgate Rd, Suite 100, Westlake Village, CA 91361
Phone818-707-5304
Fax805-366-3481
Office hours7:30 a.m. - 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$114.5M
Non-discretionary$15.2M
Total (RAUM)$129.6M