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CARMANDALIAN FINANCIAL GROUP, LLC
CRD 292458 · SEC 801-123754
2829 TOWNSGATE RD, SUITE 100, WESTLAKE VILLAGE, CA, 91361, United States
Phone
818-707-5304
Fax
805-366-3481
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$150.8M
Discretionary AUM
$126.7M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $18.0M |
| High net worth individuals | 25 | $130.8M |
States served
AZ, CA, TX
All web addresses on file
Official SEC filing: View on IAPD