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Building 2CARTER AND CARTER WEALTH STRATEGIES, INC.

Map pinEUGENE, OR
Phone(541) 683-2900
NotebookSEC #801-100432
Total AUM
$307M
Employees
7
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
871 COUNTRY CLUB ROAD
EUGENE
OR 97401
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(541) 683-2900

ReceiptFinancials

Total AUM
$307M
Accounts
1,274
Discretionary
$292M
Accounts
1,190
Non-Discretionary
$15M
Accounts
84

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial Planning
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHIMDMIORTXWA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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