Investment adviser · CRD 256791

CARTER AND CARTER WEALTH STRATEGIES, INC.

Investment adviser filing (IA)

EUGENE, OR, United States · Form ADV filed Mar 15, 2017

Regulatory AUM
$307M
Form ADV · Item 5.F
Client accounts
1,274
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 15, 2017. View historical filings

Reported services

Financial planning

Compensation

Percentage of assets · Fixed

Principal office

871 COUNTRY CLUB ROAD
EUGENE, OR, 97401, United States

CRD 256791

Filing source

Form ADV 1080138 · Mar 15, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.