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).
Total Assets Under Management96MILLION
Total Number of Accounts101ACCOUNTS
Average Account Value$948,539
- 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)
CA, MD, TX
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.
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.