# Carmandalian Financial Group

Carmandalian Financial Group is a Bank / Wealth / Trust based in Westlake Village, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Westlake Village, United States
- **Region:** North America
- **Address:** Westlake Village, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** cfgclients.com
- **LinkedIn:** https://www.linkedin.com/company/carmandalian-financial-group-llc

## Regulatory record

- **CRD number:** 292458
- **SEC file number:** 801-123754
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-01T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/292458

## About

Carmandalian Financial Group was established in 2018 as a US-based wealth manager. It offers asset management, asset allocation, and financial planning. The firm advises individuals, families, and corporations. No specific asset-class allocations, named portfolio companies, or geographic deployment details beyond its headquarters location are available from primary sources. No information exists on team size, additional offices, or dated operational events within the last 24 months.

## Questions

### Who runs investment decisions at Carmandalian Financial Group?

No named principals or investment decision-makers are disclosed in available sources.

### Does Carmandalian Financial Group participate in fund commitments or only direct deals?

No information on fund commitments or direct deal activity is available.

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- [Carmanah Management Corporation](https://altss.com/profile/carmanah-management-corporation)
- [Carmel Capital Management](https://altss.com/profile/carmel-capital-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/carmandalian-financial-group

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