Carney Portfolio Management Inc.
Carney Portfolio Management Inc. (CRD# 132883) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $90,000,000 in 44 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management90MILLION
Total Number of Accounts44ACCOUNTS
Average Account Value$2,045,455
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Dan Carney (CRD# 1685706) is an Investment Advisor Representative working at Carney Portfolio Management Inc. in Costa Mesa, CA and has over 30 years of experience in the finance industry.