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Home > Retirement Planners > illinois > barrington > CARTER FINANCIAL GROUP, INC.
CARTER FINANCIAL GROUP, INC.
200 N. Nortwest Highway
Barrington, Illinois 60010
Tel: 847-713-2700
About CARTER FINANCIAL GROUP, INC.
CARTER FINANCIAL GROUP, INC, formally registered with the SEC as CARTER FINANCIAL GROUP, INC. The firm was established in 06/19/2020. They have over 2 offices throughout the country.
CARTER FINANCIAL GROUP, INC. is a Barrington, Illinois based Financial Planning firm with nearly $233,323,291 assets under management, offering retirement planning & investment advisory services to 1959 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 301025 |
| SEC# | 801-118263 |
| Assets Managed by Firm | $233,323,291 |
| No. of Clients | 1959 |
| No. of Advisors | 9 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Commision Based
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1959 | $233,323,291 |
| Individuals (other than high net worth individuals) | 771 | $121,185,703 |
| High net worth individuals | 49 | $110,054,503 |
| Charitable organizations | Fewer than 5 clients | $2,083,085 |
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