Carbahal Olsen Financial Services Group LLC

Carbahal Olsen Financial Services Group LLC (CRD# 151765) is a financial advisory firm headquartered in Davis, CA. They manage $180,195,299 in 521 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1107 Kennedy Place, Suite 3, Davis, CA 95616
https://www.linkedin.com/company/carbahal-olsen-financial-services/about/
By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    521
    ACCOUNTS
  • Average Account Value
    $345,864
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NH

Financial Advisors at Carbahal Olsen Financial Services Group LLC
Showing 1 - 3 of 3 top financial advisors.
1
Manuel Carbahal, financial advisor Davis CA
Manuel A. Carbahal
CRD#: 4319110
1107 Kennedy Place, Suite 3, Davis, CA 95616

Manuel Carbahal (CRD# 4319110) is an Investment Advisor Representative working at Carbahal Olsen Financial Services Group LLC in Davis, CA and has over 20 years of experience in the finance industry.

2
Larry Olsen, financial advisor Davis CA
Larry G. Olsen
CRD#: 2661195
1107 Kennedy Place, Suite 3, Davis, CA 95616

Larry Olsen (CRD# 2661195) is an Investment Advisor Representative working at Carbahal Olsen Financial Services Group LLC in Davis, CA and has over 28 years of experience in the finance industry.

3
Kurt Schrader, financial advisor Davis CA
Kurt D. Schrader
CRD#: 6868604
1107 Kennedy Pl, Ste 3, Davis, CA 95616

Kurt Schrader (CRD# 6868604) is an Investment Advisor Representative working at Carbahal Olsen Financial Services Group LLC in Davis, CA and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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