Carmel Partners

Carmel Partners (CRD# 160892) is a financial advisory firm headquartered in San Francisco, CA. They manage $3,778,437,000 in 6 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,778
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $629,739,500
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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, CO, DC, FL, HI, TX, WA

Financial Advisors at Carmel Partners
Showing 1 - 8 of 8 top financial advisors.
1
Quinn R. Barton
CRD#: 2379475
1000 Sansome Street, First Floor, San Francisco, CA 94111
93
Wealthminder
score

Quinn Barton (CRD# 2379475) is an Investment Advisor Representative working at Carmel Partners in San Francisco, CA and has over 23 years of experience in the finance industry.

2
David R. McWhorter
CRD#: 2788885
1000 Sansome Street, First Floor, San Francisco, CA 94111
93
Wealthminder
score

David McWhorter (CRD# 2788885) is an Investment Advisor Representative working at Carmel Partners in San Francisco, CA and has over 19 years of experience in the finance industry.

3
Ron D. Zeff
CRD#: 1371837
1000 Sansome Street, First Floor, San Francisco, CA 94111
93
Wealthminder
score

Ron Zeff (CRD# 1371837) is an Investment Advisor Representative working at Carmel Partners in San Francisco, CA and has over 31 years of experience in the finance industry.

4
Christopher J. Beda
CRD#: 6026965
1000 Sansome Street, First Floor, San Francisco, CA 94111
87
Wealthminder
score

Christopher Beda (CRD# 6026965) is an Investment Advisor Representative working at Carmel Partners in San Francisco, CA and has 1 year of experience in the finance industry.

5
Michael G. Halper
CRD#: 6353146
1000 Sansome Street, First Floor, San Francisco, CA 94111
87
Wealthminder
score

Michael Halper (CRD# 6353146) is an Investment Advisor Representative working at Carmel Partners in San Francisco, CA and has 1 year of experience in the finance industry.

6
Michael A. Lahorgue
CRD#: 6370736
1000 Sansome Street, First Floor, San Francisco, CA 94111
87
Wealthminder
score

Michael Lahorgue (CRD# 6370736) is an Investment Advisor Representative working at Carmel Partners in San Francisco, CA and has 1 year of experience in the finance industry.

7
Dennis W. Markus
CRD#: 6132657
1000 Sansome Street, First Floor, San Francisco, CA 94111
87
Wealthminder
score

Dennis Markus (CRD# 6132657) is an Investment Advisor Representative working at Carmel Partners in San Francisco, CA and has 1 year of experience in the finance industry.

8
Donald D. Campbell
CRD#: 6026962
1000 Sansome Street, First Floor, San Francisco, CA 94111
67
Wealthminder
score

Donald Campbell (CRD# 6026962) is an Investment Advisor Representative working at Carmel Partners in San Francisco, CA and has 1 year of experience in the finance industry.

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