Overview
Assets Under Management: $223 million
Headquarters: LA JOLLA, CA
High-Net-Worth Clients: 109
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.78
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 560
Discretionary Accounts: 558
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 298327
Last Filing Date: 2024-05-02 00:00:00
Website: https://carterfinancialllc.com