Carty Financial, Inc.
Carty Financial, Inc. (CRD# 144564) is a financial advisory firm headquartered in Camarillo, CA. They manage $24,600,000 in 78 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management25MILLION
Total Number of Accounts78ACCOUNTS
Average Account Value$315,385
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Charles Carty (CRD# 2365884) is an Investment Advisor Representative working at Carty Financial, Inc. in Camarillo, CA and has over 24 years of experience in the finance industry.