Miramontes Capital, LLC

Miramontes Capital, LLC (CRD# 264786) is a financial advisory firm headquartered in Irvine, CA. They manage $130,000,000 in 416 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    416
    ACCOUNTS
  • Average Account Value
    $312,500
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
  • Pension consulting services
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, TX

Financial Advisors at Miramontes Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Ariana A. Mangum
CRD#: 6142259
5251 California Avenue, #250, Irvine, CA 92617
90
Wealthminder
score

Ariana Mangum (CRD# 6142259) is an Investment Advisor Representative working at Miramontes Capital, LLC in Irvine, CA and has over 4 years of experience in the finance industry.

2
Isidro Z. Miramontes
CRD#: 2670160
5251 California Avenue, #250, Irvine, CA 92617
83
Wealthminder
score

Isidro Miramontes (CRD# 2670160) is an Investment Advisor Representative working at Miramontes Capital, LLC in Irvine, CA and has over 22 years of experience in the finance industry.

3
Kim T. Dang
CRD#: 6751208
5251 California Ave., Suite 250, Irvine, CA 92617
67
Wealthminder
score

Kim Dang (CRD# 6751208) is an Investment Advisor Representative working at Miramontes Capital, LLC in Irvine, CA and has 1 year of experience in the finance industry.

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