CARTER FINANCIAL, LLC

4225 Executive Square
Suite 1030
La Jolla, California 92037
Tel: 858-678-0579

About CARTER FINANCIAL, LLC

CARTER FINANCIAL, LLC, formally registered with the SEC as CARTER FINANCIAL, LLC. The firm was established in 08/29/2019. They have over 1 offices throughout the country.

CARTER FINANCIAL, LLC is a La Jolla, California based Financial Planning firm with nearly $223,227,010 assets under management, offering retirement planning & investment advisory services to 560 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298327
SEC#	801-117265
Assets Managed by Firm	$223,227,010
No. of Clients	560
No. of Advisors	3

Fee Structure

A percentage of AUM
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	560	$223,227,010
Individuals (other than high net worth individuals)	66	$7,655,711
High net worth individuals	108	$214,751,820
Corporations or other businesses	Fewer than 5 clients	$819,479

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