$150.8M Total AUM
$126.7M Disc. AUM
4.4% 3Y CAGR
2 Employees
86 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Radial
- Established Date
- 02-26-2018
- Office Locations
- 1
Office Locations
2829 Townsgate RD Suite 100 Westlake Village CA
About Carmandalian Financial Group, LLC
CFG Wealth (Carmandalian Financial Group, LLC) is an independent wealth management and financial planning firm serving executives, entrepreneurs, business owners, and retirees. The firm uses a Wealth Simulation Model to drive its investment process and portfolio construction across accumulation, preservation, and distribution needs. Custody is supported via Charles Schwab.
Team overview
-- AVG AGE
$150.8M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
8.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Glacier vital Quantum
Client Personas
Vector beacon
Custodian
Horizon harbor
Investment Themes
Value Radial Prime vital Fusion Prime
Investment Vehicles
Beacon Crest Vector radial
Services
Radial prime Crest alpha North crest Momentum radial Zenith Radial optima Glacier
Technology
Catalyst quantum
Owner & Executives
S
STEVEN CARMANDALIAN
Chief Compliance Officer, Owner, Principal, Senior Portfolio Manager
- CRD
- #2713564
- Ownership
- 75% or more
(910) 678-9352
value.ember@legacycapital.com
in linkedin.com/in/fusion-matrix
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,734,554 | $551,020 |
| Non-Discretionary | $24,103,082 | $181,226 |
| Total | $150,837,636 | $415,531 |
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Separately Managed Accounts
Total SMA Asset: $150,837,636
Public Funds:
33.0% Equity - Exchange:
27.0% Cash:
40.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,718,340,087 | 33.0% |
| Equity - Exchange | $1,405,914,616 | 27.0% |
| Cash | $2,082,836,469 | 40.0% |
| Total | $5,207,091,172 | 100.0% |