Susan Carlisle (CRD# 134752) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $20,750,000 in 105 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management21MILLION
Total Number of Accounts105ACCOUNTS
Average Account Value$197,619
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services