Overview
Assets Under Management: $180 million
Headquarters: DAVIS, CA
High-Net-Worth Clients: 45
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.72
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 521
Discretionary Accounts: 515
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 151765
Last Filing Date: 2024-03-15 00:00:00
Website: https://carbahalolsen.com