Ariana
Miramontes
Miramontes Capital, LLC
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About this Advisor
Ariana Miramontes is a financial advisor who works in Newport Beach, California with a total of 8 years of industry experience. Miramontes is an employee of Miramontes Capital, LLC. The advisor has gained experience at Ubs Financial Services Inc, Miramontes Capital, LLC, Purshe Kaplan Sterling Investments and Saxony Securities, Inc. Miramontes holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Miramontes Capital, LLC is a company operating out of Newport Beach, CA. It administers $180 million in total assets across its 918 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 918 customer accounts, 42% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically are based on the financial services offered. Fees billed by Miramontes Capital, LLC likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Miramontes Capital, LLC Brokerage Details
$180,005,689
7
918
$196,085
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Ariana Miramontes Work History
Ariana has been registered as a financial advisor for 8 years.*
Saxony Securities, Inc
Miramontes Capital, LLC
Purshe Kaplan Sterling Investments
Ubs Financial Services Inc
Ubs Financial Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ariana Miramontes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Miramontes Capital, LLC
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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