Overview
Assets Under Management: $180 million
Headquarters: DAVIS, CA
High-Net-Worth Clients: 45
Average Client Assets: $3 million
Frequently Asked Questions
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151765), CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC is subject to fiduciary duty under federal law.
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC is headquartered in DAVIS, CA.
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC serves 45 high-net-worth clients according to their SEC filing dated March 15, 2024. View client details ↓
According to their SEC Form ADV, CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC offers financial planning and portfolio management for individuals. View all service details ↓
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC manages $180 million in client assets according to their SEC filing dated March 15, 2024.
According to their SEC Form ADV, CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC serves high-net-worth individuals. View client details ↓
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