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Building 2CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC

Map pinDAVIS, CA
Phone530-758-4921
NotebookSEC #801-70985
Total AUM
$47.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1107 KENNEDY PLACE
SUITE 4
DAVIS
CA 95616
United States
Operating Hours
M-TH 8AM-5PM & F 8AM-12PM
Monday - Friday
Phone
530-758-4921

ReceiptFinancials

Total AUM
$47.5M
Accounts
387
Discretionary
$47.5M
Accounts
387
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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