Carmel Capital Partners Company Profile, Contacts & Intelligence

Financial Services12250 El Camino Real12 employeesFounded 1997
4 contacts with email or phone data4 with email data2 with phone data
View verified contacts Compare competitors
Employees
12
Company source estimate
Reachable Contacts
4
Visible contacts with email or phone data
Contacts With Email
4
4 of 4 visible contacts
Departments
3
Mapped contact coverage

Carmel Capital Partners Overview

We help families succeed in their long-term wealth strategies through tax-conscious investment management and estate planning in coordination with their network of professionals. The information we share is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Third-party posts found on this profile do not reflect the views of Carmel Capital partners. Investment advisory services are offered through Carmel Capital Partners, an SEC Registered Investment Advisor. For full disclosures, visit https://carmelcapitalpartners.com/

Headquarters
12250 El Camino Real
Website
carmelcapitalpartners.com
Industry
Financial Services
Founded
1997
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Estate Planning Wealth Management Investment Management Tax Minimization Strategies Representative Investments Family Office Customized Portfolios

Carmel Capital Partners Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

4 contacts with contact data
4 with email data and 2 with phone data in the visible sample.
3 departments represented
Visible contacts with email or phone data are mapped to these departments.
General
2
Operations
1
Sales
1

Carmel Capital Partners People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

K
Kevin J Dukesherer, Cfa
Director, Equities at Carmel Capital Partners
EP
C
Carmel Capital Partners
Principal
E
R
Ryan Smith
Operations Manager at Carmel Capital Partners, Llc
EP
M
Matt Heitman
Chief of Staff to CEO - VP - Corporate Development & Consulting at Edge Strategy Group
E

Carmel Capital Partners Workforce Composition

Seniority breakdown across 7 visible profiles.

Individual contributor
2
Executive
1
VP / Head
1
Director
1
Manager
1
Senior / Lead
1

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