Adam
Carmel

Larimer Capital Corporation

CRD#1074710
Investment Advisor
in Denver, CO
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About this Advisor

Adam Carmel is a certified financial planner in Denver, Colorado. Currently an advisor at Larimer Capital Corporation, Carmel has an impressive 32 years of professional experience. Carmel maintains a Series 63 license, designating the advisor as a securities broker. Carmel is registered to work with clients in Colorado and Nevada. Carmel has worked their complete career at Larimer Capital Corporation. Larimer Capital Corporation is based out of Denver, Colorado. As a registered advisory firm, Larimer Capital Corporation manages $153 million in assets throughout 529 client accounts and employs four staff members. The firm's total assets under management places it among the mid-sized financial advisory firms in the country. The firm manages 184 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 38% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Larimer Capital Corporation can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. The firm may charge clients asset-based and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

32 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Commissions

Disclosures

Yes

Office Location

1720 South Bellaire Street Suite 1110
Denver, CO 80222

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Larimer Capital Corporation Brokerage Details

Total Assets Under Management

$152,760,813

CO Average: $2,349,664,866
Total Number of Employees

4

CO Average: 28
Total Number of Accounts

529

CO Average: 1,101
Average Account Size

$288,773

CO Average: $2,134,119

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Adam Carmel Work History

Adam has 32 years of experience.

1986 - Present (33 years)

Larimer Capital Corporation

Disclosures

Adam Carmel has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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