← Tributary

CARMANDALIAN FINANCIAL GROUP, LLC

WESTLAKE VILLAGE, CA · CRD 292458 · IAPD ↗ · cfgclientwealth.com · 818-707-5304

$150.8MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2026 — CARMANDALIAN FINANCIAL GROUP, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — CARMANDALIAN FINANCIAL GROUP, LLC now reports custody of client assets ($19.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.