Carter & Carter Wealth Strategies Overview

  • Year Founded
  • 1979

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 7

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Carter & Carter Wealth Strategies General Information

Description

Provider of investment advisory services intended to serve individuals, trusts, estates and charitable organizations in the United States. The company offers financial planning, wealth management, investment advice, portfolio management, securities and other financial services, enabling clients to meet their financial goals.

Contact Information

Website
www.carterandcarter.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 871 Country Club Road
  • Eugene, OR 97440
  • United States
+1 (541)
Primary Industry
Asset Management
Other Industries
Investment Banks
Acquirer
Merriman Wealth Management
Corporate Office
  • 871 Country Club Road
  • Eugene, OR 97440
  • United States
+1 (541)

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Carter & Carter Wealth Strategies Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Carter & Carter Wealth Strategies Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Carter & Carter Wealth Strategies FAQs

  • When was Carter & Carter Wealth Strategies founded?

    Carter & Carter Wealth Strategies was founded in 1979.

  • Where is Carter & Carter Wealth Strategies headquartered?

    Carter & Carter Wealth Strategies is headquartered in Eugene, OR.

  • What is the size of Carter & Carter Wealth Strategies?

    Carter & Carter Wealth Strategies has 7 total employees.

  • What industry is Carter & Carter Wealth Strategies in?

    Carter & Carter Wealth Strategies’s primary industry is Asset Management.

  • Is Carter & Carter Wealth Strategies a private or public company?

    Carter & Carter Wealth Strategies is a Private company.

  • What is Carter & Carter Wealth Strategies’s current revenue?

    The current revenue for Carter & Carter Wealth Strategies is .

  • When was Carter & Carter Wealth Strategies acquired?

    Carter & Carter Wealth Strategies was acquired on 01-Jul-2017.

  • Who acquired Carter & Carter Wealth Strategies?

    Carter & Carter Wealth Strategies was acquired by Merriman Wealth Management.

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