Michael
Remington
Miramontes Capital, LLC
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About this Advisor
Michael Remington is a financial advisor who works in Newport Beach, California who has 4 years of industry experience. Remington is on the advisory team at Miramontes Capital, LLC. Their career trajectory has included roles at Castaic Chamber Of Commerce, Hbw Advisory Services LLC, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Jp Morgan LLC, American Landscape Inc, Baron Brothers Nursery, Natures Image, Help Worldwide Inc Dba Ambiance Studios, Miramontes Capital, LLC, Purshe Kaplan Sterling Investments, Inc and Saxony Securities, Inc. Remington has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California. Miramontes Capital, LLC is a registered investment firm that has its headquarters in Newport Beach, CA. It manages $180 million in assets under management between its 918 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 918 accounts, 42% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Miramontes Capital, LLC offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors are based on which services the firm provides the client. However, fees charged by Miramontes Capital, LLC likely include 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
Michael Remington Work History
Michael has been registered as a financial advisor for 4 years.*
Saxony Securities, Inc
Miramontes Capital, LLC
Purshe Kaplan Sterling Investments, Inc
Help Worldwide Inc Dba Ambiance Studios
Natures Image
Hbw Advisory Services LLC
Transamerica Financial Advisors, Inc
World Financial Group, Inc
American Landscape Inc
Baron Brothers Nursery
Castaic Chamber Of Commerce
Jp Morgan LLC
*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 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
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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