Carmandalian Financial Group, LLC
Carmandalian Financial Group, LLC is an SEC-registered ria in Westlake Village, CA with $150.8M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Carmandalian Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 292458, SEC 801-123754, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $150.8M (2026-04-01)
- Firm type
- Ria
- Location
- Westlake Village, CA
- Employees
- 2
- Clients
- 86
- CRD
- 292458
- Ownership
- CARMANDALIAN, STEVEN
How much AUM does Carmandalian Financial Group, LLC have?
Carmandalian Financial Group, LLC reported $150.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Carmandalian Financial Group, LLC?
Disclosed owners and executives of Carmandalian Financial Group, LLC include CARMANDALIAN, STEVEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.