Miramontes Capital, LLC

Miramontes Capital, LLC (CRD# 264786) is a financial advisory firm headquartered in Newport Beach, CA. They manage $259,889,172 in 1,287 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    260
    MILLION
  • Total Number of Accounts
    1,287
    ACCOUNTS
  • Average Account Value
    $201,934
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, NV, TX

Financial Advisors at Miramontes Capital, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Martin J. Lombrano
CRD#: 2216040
4701 Teller Ave, Newport Beach, CA 92660

Martin Lombrano (CRD# 2216040) is an Investment Advisor Representative working at Miramontes Capital, LLC in Newport Beach, CA and has over 31 years of experience in the finance industry.

2
Ariana A. Miramontes
CRD#: 6142259
4701 Teller Ave, Newport Beach, CA 92660

Ariana Miramontes (CRD# 6142259) is an Investment Advisor Representative working at Miramontes Capital, LLC in Newport Beach, CA and has over 10 years of experience in the finance industry.

3
Isidro Z. Miramontes
CRD#: 2670160
4701 Teller Ave, Newport Beach, CA 92660

Isidro Miramontes (CRD# 2670160) is an Investment Advisor Representative working at Miramontes Capital, LLC in Newport Beach, CA and has over 28 years of experience in the finance industry.

4
Michael L. Remington
CRD#: 5593001
4701 Teller Ave, Newport Beach, CA 92660

Michael Remington (CRD# 5593001) is an Investment Advisor Representative working at Miramontes Capital, LLC in Newport Beach, CA and has over 15 years of experience in the finance industry.

5
David A. Boyer
CRD#: 2592181
4701 Teller Ave, Newport Beach, CA 92660

David Boyer (CRD# 2592181) is an Investment Advisor Representative working at Miramontes Capital, LLC in Newport Beach, CA and has over 28 years of experience in the finance industry.

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