Carney Portfolio Management Inc.

Carney Portfolio Management Inc. (CRD# 132883) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $96,670,119 in 73 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
950 South Coast Drive, Suite #225, Costa Mesa, CA 92627
http://www.carneypm.com
By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $1,324,248
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
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 Carney, financial advisor Costa Mesa CA
Dan L. Carney
CRD#: 1685706
950 South Coast Drive, Suite# 225, Costa Mesa, CA 92627

Dan Carney (CRD# 1685706) is an Investment Advisor Representative working at Carney Portfolio Management Inc. in Costa Mesa, CA and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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