← Back to searchVisit website
CARNEY PORTFOLIO MANAGEMENT INC.
CRD 132883
950 SOUTH COAST DRIVE, SUITE #225, COSTA MESA, CA, 92627, United States
Phone
949-433-0647
Fax
949-625-9393
Registration
— (—)
Source
State registered
Total AUM
$92.8M
Discretionary AUM
$92.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; SELECTION OF OTHER ADVISORS
Org form
Corporation
Filing date
2026-02-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $1.1M |
| High net worth individuals | 27 | $91.7M |
All web addresses on file
Official SEC filing: View on IAPD