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).

Current Firm Details
825 S Gretna Green Way # K, Los Angeles, CA 90049
http://carterbalsamadvisers.com
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 Balsam, financial advisor Los Angeles CA
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 8 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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