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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Carmandalian Financial Group LLC
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|---|---|
| CRD # | 292458 |
| SEC # | 801-123754 |
| CIK # | |
| AUM | $129.6 M (2025-04-02) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 818-707-5304 |
| Address | 2829 Townsgate Rd Westlake Village, CA 91361 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 12.1 |
| (b) Individuals (high net worth individuals) | 30 | 115.7 |
| (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 | 1.5 |
| (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 | 0.0 |
| Total | 263 | 129.6 |
| By Discretionary | ||
| Discretionary | 187 | 114.5 |
| Non-Discretionary | 76 | 15.2 |
| Total | 263 | 129.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 129.6 | |
| Total | 263 | 129.6 |
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|---|---|---|
|
Karani Asset Management LLC
✚
|
NY | 0.1 |
|
Lewinter Wealth Advisors LLC
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0.1 | |
|
Medicus Wealth Planning Inc
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UT | 0.1 |
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Monson Wealth Management Inc
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WA | 0.1 |
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Concord Atlantic Inc
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0.1 | |
|
Centerpiece Wealth Advisor LLC
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CO | 0.1 |
|
Shining Rock Advisors LLC
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|
0.1 | |
|
Clement Street Capital LLC
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IL | 0.1 |
|
Huffman & Ross Wealth Management LLC
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|
WV | 0.1 |
|
Vested Financial Planning LLC
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|
0.1 |