Carter Asset Management, Inc.
Carter Asset Management, Inc. (CRD# 116480) is a financial advisory firm headquartered in Abilene, TX. They manage $255,065,681 in 483 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Carter Asset Management, Inc.
By the Numbers
-
Total Assets Under Management255MILLION
-
Total Number of Accounts483ACCOUNTS
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Average Account Value$528,086
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Carter Asset Management, Inc.
No Advisor Found.
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