Carbon Beach Asset Management, LLC

Carbon Beach Asset Management, LLC (CRD# 281228) is a financial advisory firm headquartered in Santa Monica, CA. They manage $3,750,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $3,750,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Carbon Beach Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Tobias E. Carlisle
CRD#: 5941790
201 Ocean Avenue Suite 1702p, Santa Monica, CA 90402
93
Wealthminder
score

Tobias Carlisle (CRD# 5941790) is an Investment Advisor Representative working at Carbon Beach Asset Management, LLC in Santa Monica, CA and has over 5 years of experience in the finance industry.

2
Colin S. Macintosh
CRD#: 2347044
201 Ocean Avenue Suite 1702p, Santa Monica, CA 90402
93
Wealthminder
score

Colin Macintosh (CRD# 2347044) is an Investment Advisor Representative working at Carbon Beach Asset Management, LLC in Santa Monica, CA and has over 12 years of experience in the finance industry.

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