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| Keyboard |
| Carmandalian Financial Group LLC
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|---|---|
| CRD # | 292458 |
| SEC # | 801-123754 |
| CIK # | |
| AUM | 150.8 M (2026-04-01) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 818-707-5304 |
| Address | 2829 Townsgate Rd Westlake Village, CA 91361 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 18.0 |
| (b) Individuals (high net worth individuals) | 25 | 130.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.5 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 1.1 |
| Total | 363 | 150.8 |
| By Discretionary | ||
| Discretionary | 230 | 126.7 |
| Non-Discretionary | 133 | 24.1 |
| Total | 363 | 150.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.8 | |
| Total | 363 | 150.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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|
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Bridgelight Financial Advisors Inc
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AXOS Invest Inc
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|
Unified Investment Management LLC
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MH & Associates Securities Management Corp
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