CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC

DAVIS, California·4 registered advisors·CRD# 151765
SEC# 801-1187930530-758-4921
01

Firm Overview

AUM
$180M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC

4 registered advisors
John Mike Carbahal
DAVIS, California
Kurt Douglas Schrader
DAVIS, California
Larry Gene Olsen
DAVIS, California
Manuel Alan Carbahal
DAVIS, California
05

Office Locations

DAVIS, California
4 advisors

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Data sourced from SEC Form ADV filings. CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC (CRD# 151765) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.