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CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC

Tel: 530-758-4921
1107 Kennedy Place
Suite 3
Davis, California  95616-1273

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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

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

151765

SEC#:

801-118793

No. of Clients:

521

Assets under Management

$180,195,299

No. of Advisors:

4

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