Cartecay Capital Management

Cartecay Capital Management (CRD# 127166) is a financial advisory firm headquartered in Big Canoe, GA. They manage $9,000,000 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $428,571
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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.

GA

Financial Advisors at Cartecay Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Alfred M. Bernstein
CRD#: 1900525
Big Canoe, GA
96
Wealthminder
score

Alfred Bernstein (CRD# 1900525) is an Investment Advisor Representative working at Cartecay Capital Management in Big Canoe, GA and has over 27 years of experience in the finance industry.

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