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CARTER FINANCIAL GROUP, INC.

Tel: 847-713-2700
200 N. Northwest Highway
Barrington, Illinois  60010

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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

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

Firm CRD#:

301025

SEC#:

801-118263

No. of Clients:

2093

Assets under Management

$325,060,934

No. of Advisors:

9

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