CARMANDALIAN FINANCIAL GROUP, LLC
CRD #292458 SEC #801-123754 WESTLAKE VILLAGE, CA 818-707-5304
SEC Registered
Total AUM
$129.6M
Discretionary
$114.5M
Employees
2
Clients
0
Accounts
263
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $129.6M | $114.5M | $15.2M | 2 | 0 |
| Mar 2025 | $129.6M | $114.5M | $15.2M | 2 | 0 |
| Sep 2024 | $113.5M | $113.5M | $0 | 2 | 0 |
| Feb 2024 | $113.5M | $113.5M | $0 | 2 | 0 |
| Oct 2023 | $105.1M | $105.1M | $0 | 2 | 0 |
| Oct 2023 | $105.1M | $105.1M | $0 | 2 | 0 |
| Mar 2023 | $123.4M | $110.5M | $13M | 2 | 0 |
| Nov 2022 | $130.8M | $130.8M | $0 | 2 | 0 |
| Oct 2022 | $130.8M | $130.8M | $0 | 2 | 0 |
| Mar 2022 | $130.8M | $130.8M | $0 | 2 | 0 |
| Mar 2022 | $130.8M | $130.8M | $0 | 2 | 0 |
| Jul 2018 | $91.8M | $81.8M | $10M | 2 | 0 |
| Jul 2018 | $91.8M | $81.8M | $10M | 2 | 0 |
| May 2018 | $91.8M | $81.8M | $10M | 1 | 0 |
| Apr 2018 | $0 | $0 | $0 | 1 | 0 |
| Mar 2018 | $0 | $0 | $0 | 1 | 0 |
| Jan 2018 | $0 | $0 | $0 | 1 | 0 |
| Jan 2018 | $0 | $0 | $0 | 1 | 0 |
DateApr 2025
Total AUM$129.6M
Discretionary$114.5M
Non-Disc.$15.2M
Employees2
Clients0
DateMar 2025
Total AUM$129.6M
Discretionary$114.5M
Non-Disc.$15.2M
Employees2
Clients0
DateSep 2024
Total AUM$113.5M
Discretionary$113.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$113.5M
Discretionary$113.5M
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$105.1M
Discretionary$105.1M
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$105.1M
Discretionary$105.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$123.4M
Discretionary$110.5M
Non-Disc.$13M
Employees2
Clients0
DateNov 2022
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees2
Clients0
DateOct 2022
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees2
Clients0
DateJul 2018
Total AUM$91.8M
Discretionary$81.8M
Non-Disc.$10M
Employees2
Clients0
DateJul 2018
Total AUM$91.8M
Discretionary$81.8M
Non-Disc.$10M
Employees2
Clients0
DateMay 2018
Total AUM$91.8M
Discretionary$81.8M
Non-Disc.$10M
Employees1
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0