CARMANDALIAN FINANCIAL GROUP, LLC

Overview

Carmandalian Financial Group, LLC is an independent registered investment adviser that works primarily with individual and family clients, offering financial planning and portfolio management for individuals and small businesses. The firm takes a fee-based approach, charging a percentage of assets under management and offering fixed-fee engagements for planning. Its investment mix centers on public funds and mutual funds as the core of client portfolios while supplementing those holdings with annuities and targeted alternative exposure in real estate through external managers. Carmandalian Financial Group does not characterize itself as an active ESG investor and operates under single-owner leadership. The firm favors discretionary management — roughly four-fifths of its assets are managed on a discretionary basis — and uses third-party managers when accessing nontraditional strategies. That approach positions the firm to deliver diversified, manager-driven real estate allocations while keeping core equity and fixed-income exposure in pooled public vehicles.

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Investments & Alternatives

Location & Offices