CARMANDALIAN FINANCIAL GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$150,837,636
Discretionary
$126,734,554
Non-discretionary
$24,103,082
Firm details
- CRD number
- 292458
- SEC file number
- 801-123754
- Main office
- WESTLAKE VILLAGE, CA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.CFGCLIENTWEALTH.COM/
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.