Carrick Bend Advisors is a Bay Area registered investment advisory (RIA) firm founded in 2004. Located in Santa Rosa, California, Carrick Bend Advisors specializes in fee-only, comprehensive portfolio and wealth management services. We offer our services to individuals, small businesses, and retirement plan sponsors. Like the carrick bend, a knot used to join the ends of two large ropes, we integrate disparate investments into a strong whole. We are particularly adept at creating an effective investment strategy and managing multiple account portfolios with taxable, tax-deferred, and tax-free investments. Our clients' objectives and goals drive our investment and financial planning advice. We partner with our clients, working with other professionals our clients select to help meet their financial and life goals. We charge for our services based upon clearly disclosed fees. We offer concise and unbiased advice without ever earning commissions.
View Top Employees from CARRICK BEND ADVISORS| Website | http://carrickbendadvisors.com |
| Revenue | $12 million |
| Employees | 1 (0 on RocketReach) |
| Address | E 72 3RD # 3, San Mateo, California 94401, US |
| Phone | (650) 292-4920 |
| Fax | (650) 240-0222 |
| Industry | Finance General, Finance |
| Competitors | Acclaro Wealth Manangement, CFA Institute, Decision Investments, Inc., PathWise Wealth Partners, RPA Wealth Management |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
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CARRICK BEND ADVISORS Questions
The CARRICK BEND ADVISORS annual revenue was $12 million in 2023.
CARRICK BEND ADVISORS is based in San Mateo, California.
The NAICS codes for CARRICK BEND ADVISORS are [5239, 52, 523, 52393].
The SIC codes for CARRICK BEND ADVISORS are [628, 62].
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