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CARTER FINANCIAL GROUP, INC.
Tel: 847-713-2700
200 N. Northwest Highway Barrington, Illinois 60010
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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