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Carter Financial Management Logo
Carter Financial Management CB Rank
2049539
Heat Score
19
Carter Financial Management provides financial planning and portfolio management services.
Founded
obfuscation
Private Dallas, Texas, United States11-50 www.carterwealth.com
Finance
Financial Services
Wealth Management
Overview

Carter Financial Management
Heat Score
19

Growth Score
pts
in past quarter
Heat Score 19
-8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Carter Financial Management

CB Rank
2049539
Carter Financial Management provides financial planning and portfolio management services.
Founded
obfuscation
Private Dallas, Texas, United States11-50 www.carterwealth.com
Finance
Financial Services
Wealth Management

Details

Legal Name Carter Advisory Services, Inc.
Also Known As CFM
Operating Status Active
Company Type For Profit
Phone Number +1 214-363-4200
Contact Email info@carterwealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Carter Advantage™ Financial Planning & Portfolio Management
A comprehensive service that creates personalized financial plans and manages investment portfolios to help clients achieve their financial goals.
529 Plans for Estate Planning, Gifting, and Grandparents
A service advising clients on using 529 college savings plans for education funding, estate planning, and tax-efficient gifting strategies.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 33
News
Technology
View Tech Report

Monthly Web Visits

844
502.86%
 in past month

IT Spend

$1.1MThis year, Carter Financial Management is projected to spend $1.1M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Resilient Control System Logo
Resilient Control System
90
Fulfillment Center Logo
Fulfillment Center
82
Retirement / Pre-Retirement Planning Logo
Retirement / Pre-Retirement Planning
82

Actively Used Products

20Carter Financial Management uses 20 technology products and services including HTML5, Lightbox, and  Google Fonts, according to G2 Stack.

Active Website Tech Count

41Carter Financial Management is actively using 41 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.

Total IP

2Carter Financial Management has registered 2 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Carter Financial Management's headquarters? Carter Financial Management is located in Dallas, Texas, United States.Who are Carter Financial Management's competitors? Alternatives and possible competitors to Carter Financial Management may include TruFinancial, MF Advisers, and  Resilient Wealth Management.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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