Overview
Assets Under Management: $290 million
Headquarters: ABILENE, TX
High-Net-Worth Clients: 87
Average Client Assets: $1.8 million
Frequently Asked Questions
CARTER ASSET MANAGEMENT, INC. 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 #116480), CARTER ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
CARTER ASSET MANAGEMENT, INC. is headquartered in ABILENE, TX.
CARTER ASSET MANAGEMENT, INC. serves 87 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, CARTER ASSET MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
CARTER ASSET MANAGEMENT, INC. manages $290 million in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, CARTER ASSET MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.26%
Average Client Assets: $1.8 million
Total Client Accounts: 500
Discretionary Accounts: 500
Regulatory Filings
CRD Number: 116480
Filing ID: 1196339
Last Filing Date: 2018-03-28 11:36:00