Carney Portfolio Management Inc.

Carney Portfolio Management Inc. (CRD# 132883) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $105,000,000 in 62 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $1,693,548
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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

Financial Advisors at Carney Portfolio Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Dan L. Carney
CRD#: 1685706
950 South Coast Drive, Suite# 225, Costa Mesa, CA 92627
83
Wealthminder
score

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.

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