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Home > Retirement Planners > illinois > barrington > CARTER FINANCIAL GROUP, INC.
CARTER FINANCIAL GROUP, INC.
200 N. Northwest 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 $325,060,934 assets under management, offering retirement planning & investment advisory services to 2093 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 | $325,060,934 |
| No. of Clients | 2093 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2093 | $325,060,934 |
| Individuals (other than high net worth individuals) | 736 | $130,718,780 |
| High net worth individuals | 76 | $183,898,700 |
| Charitable organizations | Fewer than 5 clients | $2,540,211 |
| Corporations or other businesses | Fewer than 5 clients | $7,903,243 |
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|---|---|---|---|
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