Carmel Capital Partners, LLC

Carmel Capital Partners, LLC (CRD# 123907) is a financial advisory firm headquartered in San Diego, CA. They manage $95,802,400 in 101 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
12250 El Camino Real, Suite 320, San Diego, CA 92130
http://www.carmelcap.com
By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $948,539
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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, MD, TX

Financial Advisors at Carmel Capital Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Anthony Josephson, financial advisor La Jolla CA
Anthony A. Josephson
CRD#: 4604638
4225 Executive Square, Suite 960, La Jolla, CA 92037
93
Wealthminder
score

Anthony Josephson (CRD# 4604638) is an Investment Advisor Representative working at Carmel Capital Partners, LLC in La Jolla, CA and has over 15 years of experience in the finance industry.

2
Russell Silberstein, financial advisor La Jolla CA
Russell G. Silberstein
CRD#: 4374792
4225 Executive Square, Suite 960, La Jolla, CA 92037
87
Wealthminder
score

Russell Silberstein (CRD# 4374792) is an Investment Advisor Representative working at Carmel Capital Partners, LLC in La Jolla, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals