Caris Investment Partners
Caris Investment Partners (CRD# 305511) is a financial advisory firm headquartered in , . They manage $55,384,750 in 122 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Caris Investment Partners
By the Numbers
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Total Assets Under Management55MILLION
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Total Number of Accounts122ACCOUNTS
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Average Account Value$453,973
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Caris Investment Partners
1
Darren Caris (CRD# 2400176) is an Investment Advisor Representative working at Caris Investment Partners in Encinitas, CA and has over 27 years of experience in the finance industry.
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