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CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
CRD 151765 · SEC 801-118793
1107 KENNEDY PLACE, SUITE 3, DAVIS, CA, 95616-1273, United States
Phone
530-758-4921
Fax
530-758-1425
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$257.6M
Discretionary AUM
$241.8M
Team
3 total employees; 1 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 188 | $75.4M |
| High net worth individuals | 49 | $174.9M |
| Pension/profit sharing plans | 7 | $7.3M |
States served
CA, LA, NH
All web addresses on file
Official SEC filing: View on IAPD