Ryan
Ponsford
Carmel Capital Partners, LLC
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About this Advisor
Ryan Ponsford is a financial advisor based in San Diego, California, working with Carmel Capital Partners, LLC. Ryan has previously held positions at Akili Capital, 303 Advisors, LLC, American Advisors Group, and Carmel Capital Partners, LLC. Ryan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Ryan is part of Carmel Capital Partners, LLC, which operates out of San Diego, California. The firm has 3 offices and 10 employees. The firm manages assets totaling $333.3 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and other services. The fee structure at Carmel Capital Partners, LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Carmel Capital Partners, LLC Brokerage Details
$333,256,985
10
639
$521,529
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Other
Ryan Ponsford Work History
Carmel Capital Partners, LLC
Americna Advisors Group
303 Advisors, LLC
Akili Capital
Disclosures
Please visit the SEC profile of Ryan Ponsford 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 Carmel Capital Partners, LLC
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, 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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