Carbahal Olsen Financial Services Group LLC
Carbahal Olsen Financial Services Group LLC (CRD# 151765) is a financial advisory firm headquartered in Davis, CA. They manage $180,195,299 in 521 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management180MILLION
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Total Number of Accounts521ACCOUNTS
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Average Account Value$345,864
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NH
Manuel Carbahal (CRD# 4319110) is an Investment Advisor Representative working at Carbahal Olsen Financial Services Group LLC in Davis, CA and has over 20 years of experience in the finance industry.
Larry Olsen (CRD# 2661195) is an Investment Advisor Representative working at Carbahal Olsen Financial Services Group LLC in Davis, CA and has over 28 years of experience in the finance industry.
Kurt Schrader (CRD# 6868604) is an Investment Advisor Representative working at Carbahal Olsen Financial Services Group LLC in Davis, CA and has over 6 years of experience in the finance industry.