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
http://www.carisip.com
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    122
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Caris Investment Partners
Showing 1 - 1 of 1 top financial advisors.
1
Darren Caris, financial advisor Encinitas CA
Darren J. Caris
CRD#: 2400176
Encinitas, CA

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.

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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