CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC

1107 Kennedy Place
Suite 3
Davis, California 95616-1273
Tel: 530-758-4921

About CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC

CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC, formally registered with the SEC as CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC. The firm was established in 05/26/2020. They have over 1 offices throughout the country.

CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC is a Davis, California based Financial Planning firm with nearly $180,195,299 assets under management, offering retirement planning & investment advisory services to 521 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151765
SEC#	801-118793
Assets Managed by Firm	$180,195,299
No. of Clients	521
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	521	$180,195,299
Individuals (other than high net worth individuals)	183	$53,389,059
High net worth individuals	47	$123,345,501
Pension and profit sharing plans	7	$3,460,739

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