Michael
Remington

Miramontes Capital, LLC

CRD#5593001
Investment Advisor
in Newport Beach, CA

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About this Advisor

Michael Remington is a financial advisor based in Newport Beach, California, working with Miramontes Capital, LLC. Michael has previously held positions at Hbw Advisory Services LLC, Transamerica Financial Advisors, Inc, World Financial Group, Inc, American Landscape Inc, Baron Brothers Nursery, Natures Image, Help Worldwide Inc Dba Ambiance Studios, Miramontes Capital, LLC, Purshe Kaplan Sterling Investments, Inc, Saxony Securities, Inc, and Balanced Security Planning, Inc. Michael has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Michael is part of Miramontes Capital, LLC, which operates out of Newport Beach, California. The firm has 7 employees and manages assets totaling $259.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Miramontes Capital, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4701 Teller Ave
Newport Beach, CA 92660

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Miramontes Capital, LLC Brokerage Details

Total Assets Under Management

$259,889,172

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

1,287

CA Average: 3,727
Average Account Size

$201,934

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michael Remington Work History

2023 - Present (2 years)

Balanced Security Planning, Inc

2019 - Present (6 years)

Miramontes Capital, LLC

2021 - 2023 (2 years)

Saxony Securities, Inc

2019 - 2021 (2 years)

Purshe Kaplan Sterling Investments, Inc

2017 - 2019 (2 years)

Help Worldwide Inc Dba Ambiance Studios

2015 - 2016 (1 year)

Natures Image

2014 - 2014 (< 1 year)

Hbw Advisory Services LLC

2014 - 2019 (5 years)

Transamerica Financial Advisors, Inc

2014 - 2019 (5 years)

World Financial Group, Inc

2014 - 2014 (< 1 year)

American Landscape Inc

2014 - 2015 (1 year)

Baron Brothers Nursery

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michael Remington 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

Michael Remington
Newport Beach, CA
Scott Breault
Newport Beach, CA
Ariana Miramontes
Newport Beach, CA
David Boyer
Newport Beach, CA
Isidro Miramontes
Newport Beach, CA
George Gopiao
Newport Beach, CA
Martin Lombrano
Newport Beach, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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