Carrick Bend Advisors LLC

Carrick Bend Advisors LLC (CRD# 130365) is a financial advisory firm headquartered in San Mateo, CA. They manage $18,973,077 in 74 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $256,393
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Carrick Bend Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brian A. Berberet
CRD#: 4671213
72 E 3rd Ave Ste 3, San Mateo, CA 94401
90
Wealthminder
score

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.

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