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Building 2CARTER ASSET MANAGEMENT, INC.

Map pinABILENE, TX
Phone325-673-6171
NotebookSEC #801-60724
Total AUM
$289.7M
Employees
8
Clients
500

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
242 BEECH STREET
ABILENE
TX 79601
United States
Operating Hours
8 AM - 5 PM (CENTRAL TIME)
Monday - Friday
Phone
325-673-6171

ReceiptFinancials

Total AUM
$289.7M
Accounts
500
Discretionary
$289.7M
Accounts
500
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
407
AUM
$119.7M
HNW Individual Clients
87
AUM
$154.3M
Charitable Organization Clients
3
AUM
$14.9M
Corporation or Business Clients
3
AUM
$861.7K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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