EL Camino Real Financial Advisors
Firm details
- Headquarters
- ,
- CRD number
- 155883
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
EL Camino Real Financial Advisors operates as an independent, single-owner RIA structured as a sole proprietorship. The firm serves individual and family clients and combines traditional advisory work—financial planning and portfolio management for individuals and small businesses—with insurance brokerage. It also acts as a capital allocator and engages in selection of other advisers. Compensation is primarily a percentage of assets under management, supplemented by hourly fees for some services. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Cash & Cash Equivalents50%
Contacts
2 of 2
Kraig Carpenter
Registered PrincipalCRD 2143718
Mary Lanterman
Investment Advisor RepresentativeCRD 2976407
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations