Carter & Balsam Advisers

Carter & Balsam Advisers (CRD# 127634) is a financial advisory firm headquartered in Los Angeles, CA. They manage $11,958,217 in 10 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $1,195,822
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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 Carter & Balsam Advisers
Showing 1 - 1 of 1 top financial advisors.
1
Ellis M. Balsam
CRD#: 5860301
825 S Gretna Green Way # K, Los Angeles, CA 90049
93
Wealthminder
score

Ellis Balsam (CRD# 5860301) is an Investment Advisor Representative working at Carter & Balsam Advisers in Los Angeles, CA and has over 7 years of experience in the finance industry.

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