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Carter Financial Group
Carter Financial Group is an SEC-registered investment adviser in Barrington, IL, registered since 2020. The firm manages $382 million in assets, with $332...
Carter Financial Group
Carter Financial Group is an SEC-registered investment adviser in Barrington, IL, registered since 2020. The firm manages $382 million in assets, with $332 million on a discretionary basis. It has 9 employees and 6 investment advisers.
General information
Firm type
Wealth Manager
Year founded
2019
Location
Region
North America
Country
United States
City
Barrington
Corporate office
Barrington, United States
Frequently asked questions
What type of entity is Carter Financial Group?
Records classify it as an asset owner operating in a wealth-manager capacity.
Where is Carter Financial Group headquartered?
The firm is located in Barrington, United States.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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