Carmel Capital Partners, LLC
Carmel Capital Partners, LLC (CRD# 123907) is a financial advisory firm headquartered in San Diego, CA. They manage $333,256,985 in 639 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management333MILLION
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Total Number of Accounts639ACCOUNTS
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Average Account Value$521,529
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
CA, IL, LA, NH, TX, WA
Ryan Ponsford (CRD# 4363535) is an Investment Advisor Representative working at Carmel Capital Partners, LLC in San Diego, CA and has over 22 years of experience in the finance industry.
Russell Silberstein (CRD# 4374792) is an Investment Advisor Representative working at Carmel Capital Partners, LLC in San Diego, CA and has 1 year of experience in the finance industry.
John Wheeler (CRD# 1065898) is an Investment Advisor Representative working at 303 Advisors, LLC in Encinitas, CA and has over 2 years of experience in the finance industry.
Stephanie Cunningham (CRD# 6283428) is an Investment Advisor Representative working at Carmel Capital Partners, LLC in San Diego, CA and has 1 year of experience in the finance industry.