CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
Tel: 530-758-4921 1107 Kennedy Place Suite 3 Davis, California 95616-1273
About CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC is a Davis, California based financial advisory firm with nearly $180,195,299 in assets under management and provides investment advisory services for 521 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
151765
Firm SEC#:
801-118793
Assets Under Management:
$180,195,299
No. of Clients:
521
No. of Advisors:
4
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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