C
CRD: 127634
Carter & Balsam Advisers
$15.5M Total AUM
$15.5M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
22 yrs Firm Age
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- Custodian
- Pershing ยท T. Rowe Price
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-19-2003
- Office Locations
- 1
Office Locations
-- LOS Angeles CA
About Carter & Balsam Advisers
Carter & Balsam Advisers is a LOS Angeles-based RIA. The firm has been operating for 22 years. Managing $15.5M in total assets under management, with 1 advisory representatives. They custody assets with Pershing and T. Rowe Price.
Team overview
-- AVG AGE
$15.5M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
15.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Owner & Executives
E
ELLIS MICHAEL BALSAM
Founder, President
- CRD
- #5860301
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,484,815 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,484,815 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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