Carty Financial, Inc.
Carty Financial, Inc. (CRD# 144564) is a financial advisory firm headquartered in Camarillo, CA. They manage $28,930,000 in 102 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management29MILLION
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Total Number of Accounts102ACCOUNTS
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Average Account Value$283,627
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Carty Financial, Inc.
1
Charles Carty (CRD# 2365884) is an Investment Advisor Representative working at Carty Financial, Inc. in Camarillo, CA and has over 30 years of experience in the finance industry.
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