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Building 2CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC

Map pinDAVIS, CA
Phone530-758-4921
NotebookSEC #801-118793
Total AUM
$257.6M
Employees
3
Clients
244

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1107 KENNEDY PLACE
SUITE 3
DAVIS
CA 95616-1273
United States
Operating Hours
M-TH 8AM-5PM & F 8AM-12PM
Monday - Friday
Phone
530-758-4921

ReceiptFinancials

Total AUM
$257.6M
Accounts
587
Discretionary
$241.8M
Accounts
538
Non-Discretionary
$15.8M
Accounts
49

ContactClients

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Individual Clients
188
AUM
$75.4M
HNW Individual Clients
49
AUM
$174.9M
Pension/Profit Sharing Plan Clients
7
AUM
$7.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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