Be advised. This firm is no longer registered.

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).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • 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
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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