Be advised. This firm is no longer registered.

Carter Bain Wealth Management

Carter Bain Wealth Management (CRD# 131960) is a financial advisory firm headquartered in Las Cruces, NM. They manage $61,588,238 in 488 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1701 Calle De Mercado, Suite 5, Las Cruces, NM 88005
http://www.carterbain.com
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    488
    ACCOUNTS
  • Average Account Value
    $126,205
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NM, TX

Financial Advisors at Carter Bain Wealth Management
No Advisor Found.

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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