Caratel Financial Services, Inc.
Caratel Financial Services, Inc. (CRD# 120413) is a financial advisory firm headquartered in Plantation, FL. They manage $45,989,498 in 170 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Caratel Financial Services, Inc.
By the Numbers
-
Total Assets Under Management46MILLION
-
Total Number of Accounts170ACCOUNTS
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Average Account Value$270,526
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Caratel Financial Services, Inc.
No Advisor Found.
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