Carty Financial, Inc.

Carty Financial, Inc. (CRD# 144564) is a financial advisory firm headquartered in Camarillo, CA. They manage $28,930,000 in 102 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 36, Camarillo, CA 93011
http://cartyfinancial.com
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $283,627
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Carty Financial, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Charles Carty, financial advisor Camarillo CA
Charles M. Carty
CRD#: 2365884
Camarillo, CA

Charles Carty (CRD# 2365884) is an Investment Advisor Representative working at Carty Financial, Inc. in Camarillo, CA and has over 30 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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