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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-04-2015
- Office Locations
- 5
Office Locations
About Miramontes Capital, LLC
Miramontes Capital Family Office provides high-touch wealth management for individuals and families, including retirees, business owners, and medical professionals. The firm delivers comprehensive planning and investment guidance spanning retirement planning, estate planning, tax strategy, and insurance, with custom curated portfolio options. A differentiator for distribution teams: proactive client communication with personal portfolio reviews every 30-45 days. Based in Newport Beach, CA.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ARIANA ANAIS MANGUM
Director of Finance
- CRD
- #6142259
- Ownership
- 50% but less than 75%
ISIDRO Z MIRAMONTES
Chief Compliance Officer, Founder, President
- CRD
- #2670160
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JEFFREY DONOR BARRERA
--
- CRD
- #2941346
DAVID ALBERT BOYER
Financial Advisor
- CRD
- #2592181
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $165,574,573 | $300,498 |
| Non-Discretionary | $231,366,436 | $199,798 |
| Total | $396,941,009 | $232,265 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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