Carter Asset Management

Finance · Texas, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

242 Beech St, Abilene, Texas, 79601, Uni...

Phone Number

(325) 673-6171

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Carter Asset Management

Carter Asset Management emerged out of accounting, financial planning, and investment advisory services that have been provided to clients since 1997. Long-term relationships are a hallmark of our efforts for clients. With more than sixty years of combined experience in tax and financial planning under one roof, our professionals have the credentials, expertise, and experience you want and deserve from your family's financial advisor.Explore more
Carter Asset Management's Social MediaPopular SearchesCarter Asset ManagementCarter Asset Management IncAsset Management IncCary BeardDillon a Cobb CpaSIC Code 62,628NAICS Code 52,523Show more

Is Carter Asset Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Carter Asset Management

Compare insights from companies similar to Carter Asset Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Carter Asset Management

<$5M
1-10
Private
-
1997
N/A
$7.3M
1-10
Private
-
2003
SC
Susan CookCertified Financial Planner
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
-
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
<$5M
1-10
Private
-
2012
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Carter Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Carter Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Carter Asset Management.

Carter Asset Management Tech Stack

A closer look at the technologies used by Carter Asset Management

Top Finance Companies

Frequently Asked Questions Regarding Carter Asset Management

What is Carter Asset Management's official website?
Carter Asset Management's official website is www.carterasset.com
What is Carter Asset Management's Revenue?
Carter Asset Management's revenue is <$5 Million
What is Carter Asset Management's SIC code?
Carter Asset Management's SIC: 62,628
What is Carter Asset Management's NAICS code?
Carter Asset Management's NAICS: 52,523
How many employees does Carter Asset Management have?
Carter Asset Management has 1-10 employees
What industry does Carter Asset Management belong to?
Carter Asset Management is in the industry of: Finance, Securities Trading
What is Carter Asset Management competition?
Carter Asset Management top competitors include: Fulcrum Wealth Advisors, Bayntree Wealth Advisors, Horizons Wealth Management, Poulos Advisors
What technology does Carter Asset Management use?
Some of the popular technologies that Carter Asset Management uses are: Microsoft 365, Web.com Website hosting, Microsoft Exchange Online
How do I contact Carter Asset Management?
Carter Asset Management contact info: Phone number: (325) 673-6171 Website: www.carterasset.com
What does Carter Asset Management do?

Carter Asset Management emerged out of accounting, financial planning, and investment advisory services that have been provided to clients since 1997. Long-term relationships are a hallmark of our efforts for clients. With more than sixty years of combined experience in tax and financial planning under one roof, our professionals have the credentia... ls, expertise, and experience you want and deserve from your family's financial advisor.Read More

What are Carter Asset Management social media links?
Carter Asset Management Linkedin page Carter Asset Management Twitter page
Is Carter Asset Management a public company?
Carter Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Carter Asset Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.