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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan · Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-13-2012
- Office Locations
- 1
Office Locations
About Westmore Asset Management
Westmore Asset Management is an SEC-registered RIA providing wealth management and corporate advisory, with a private, confidential approach geared to families and other clients navigating complex wealth needs. The team brings domestic and international expertise and builds portfolios using ETFs and mutual funds alongside fixed income and select alternatives. Custody relationships include Pershing and J.P. Morgan.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
CHARLES PATRICK CARMONA
Chief Compliance Officer, Regional Manager
- CRD
- #2446429
- Ownership
- 75% or more
SUSANA CRISTINA CARMONA
Manager, Owner
- CRD
- --
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,171,789 | $973,284 |
| Non-Discretionary | $24,310,498 | $810,350 |
| Total | $54,482,287 | $893,152 |
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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 |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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