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RIA · CRD 132883State-Registered Investment Adviser

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Carney Portfolio Management

Carney Portfolio Management Inc. is a state-registered investment adviser in Costa Mesa, CA. The firm manages approximately $93 million in assets.

Overview

Carney Portfolio Management Inc. is a state-registered investment adviser in Costa Mesa, CA. The firm manages approximately $93 million in assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Principals

John J. Carney

Principal

Frequently asked questions

What is the firm's investment strategy or sector focus?

No public investment mandate, strategy document, or portfolio disclosure exists for Carney Portfolio Management. Without access to regulatory filings such as a Form ADV or 13F, the office's asset-class preferences, geographic focus, and sector exposures remain entirely unobservable to external parties.

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