Carmel Capital Partners, LLC

Carmel Capital Partners, LLC (CRD# 123907) is a financial advisory firm headquartered in San Diego, CA. They manage $186,750,080 in 208 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    187
    MILLION
  • Total Number of Accounts
    208
    ACCOUNTS
  • Average Account Value
    $897,837
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 - 3 of 3 top financial advisors.
1
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
Arch L. Peregoff
CRD#: 1196008
12250 El Camino Real, Suite 320, San Diego, CA 92130
93
Wealthminder
score

Arch Peregoff (CRD# 1196008) is an Investment Advisor Representative working at Carmel Capital Partners, LLC in San Diego, CA and has over 29 years of experience in the finance industry.

3
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.

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