Carrick Bend Advisors LLC
Carrick Bend Advisors LLC (CRD# 130365) is a financial advisory firm headquartered in Santa Rosa, CA. They manage $21,056,052 in 75 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management21MILLION
Total Number of Accounts75ACCOUNTS
Average Account Value$280,747
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brian Berberet (CRD# 4671213) is an Investment Advisor Representative working at Carrick Bend Advisors LLC in San Mateo, CA and has 1 year of experience in the finance industry.