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| Miramontes Capital LLC
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|
|---|---|
| CRD # | 264786 |
| SEC # | 801-110012 |
| CIK # | |
| AUM | $180.0 MM (2023-03-10) |
| Employees | 8 (50% Investors, 75% Brokers) |
| Phone | 800-460-1595 |
| Address | 4701 Teller Ave Newport Beach, CA 92660 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 275 | 60.0 |
| (b) Individuals (high net worth individuals) | 75 | 150.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 458 | 210.0 |
| By Discretionary | ||
| Discretionary | 31 | 15.0 |
| Non-Discretionary | 427 | 195.0 |
| Total | 458 | 210.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 210.0 | |
| Total | 458 | 210.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Valued Wealth Advisors LLC
✚
|
UT | 0.2 |
|
Desert Rose Capital Management Inc
✚
|
ID | 0.2 |
|
Financially in TUNE LLC
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|
MA | 0.2 |
|
Pinnacle Wealth Advisors Inc
✚
|
OR | 0.2 |
|
Firstrust LLC
✚
|
FL | 0.2 |
|
Fisher Financial Advisors LLC
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|
NH | 0.2 |
|
Leigh Baldwin & Co LLC
✚
|
NY | 0.2 |
|
Tandem Wealth Advisors LLC
✚
|
AZ | 0.2 |
|
Embarcadero Financial Investment Advisory LLC
✚
|
CA | 0.2 |
|
GMG Private Counsel ULC
✚
|
0.2 |