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Building 2CARTER FINANCIAL GROUP, INC.

Map pinBARRINGTON, IL
Phone847-713-2700
NotebookSEC #801-118263
Total AUM
$382.2M
Employees
9
Clients
827

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
222 SOUTH COOK STREET
BARRINGTON
IL 60010
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
847-713-2700
Other Offices
2

ReceiptFinancials

Total AUM
$382.2M
Accounts
2,257
Discretionary
$332M
Accounts
1,655
Non-Discretionary
$50.3M
Accounts
602

ContactClients

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Individual Clients
777
AUM
$236.5M
HNW Individual Clients
49
AUM
$136.8M
Corporation or Business Clients
1
AUM
$8.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAILINMIMONCNHTNTXWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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