CARTER FINANCIAL GROUP, INC.
Tel: 847-713-2700 200 N. Northwest Highway Barrington, Illinois 60010
About CARTER FINANCIAL GROUP, INC.
CARTER FINANCIAL GROUP, INC. is a Barrington, Illinois based financial advisory firm with nearly $325,060,934 in assets under management and provides investment advisory services for 2093 clients. There are currently 9 financial advisors at the firm.
General Information
Firm CRD#:
301025
Firm SEC#:
801-118263
Assets Under Management:
$325,060,934
No. of Clients:
2093
No. of Advisors:
9
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees, Commission Based
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