← Back to searchVisit website
MIRAMONTES CAPITAL, LLC
CRD 264786 · SEC 801-110012
4701 TELLER AVE, NEWPORT BEACH, CA, 92660, United States
Phone
1-800-460-1595
Fax
949-706-0101
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$396.9M
Discretionary AUM
$165.6M
Team
15 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 633 | $143.7M |
| High net worth individuals | 111 | $253.3M |
States served
AZ, CA, ID, NV, NY, WA, TX, FL
All web addresses on file
- https://www.linkedin.com/company/primary-advisors
- https://boyerwealth.com
- https://retirementbydesigninc.net
- HTTP://WWW.MIRAMONTESCAPITAL.COM
- https://www.linkedin.com/in/arianamangum/
- https://www.linkedin.com/in/sidmiramontes/
- HTTPS://WWW.FACEBOOK.COM/MIRAMONTESCAPITAL/
- https://www.youtube.com/c/Miramontescapital
- HTTPS://TWITTER.COM/MIRAMONTESCAP
- https://www.linkedin.com/company/miramontes-capital/
- https://primaryadvisors.net
Official SEC filing: View on IAPD