CARMANDALIAN FINANCIAL GROUP, LLC
CARMANDALIAN FINANCIAL GROUP, LLC of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 292458). Regulatory assets under management: $150.8M.
Registration
- CRD: 292458
- SEC file number: 801-123754
- Type: Registered investment adviser
- Location: 2829 TOWNSGATE RD, SUITE 100, WESTLAKE VILLAGE, CA, 91361
- Phone: 818-707-5304
- Latest filing: 2026-04-01
- Regulatory AUM: $150.8M
- Discretionary AUM: $126.7M
- Non-discretionary AUM: $24.1M
- Clients: 2
- Accounts: 363
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Steven Carmandalian | OWNER & CHIEF COMPLIANCE OFFICER | — |
| CARMANDALIAN STEVEN | OWNER & CHIEF COMPLIANCE OFFICER | — |
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