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EL CAMINO REAL FINANCIAL ADVISORS
CARPENTER KRAIG LEE
CRD 155883
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$746K
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 18 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2026-01-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $746K |
All web addresses on file
Official SEC filing: View on IAPD