Carnegie Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Carnegie Wealth Management LLC
CRD #290430
SEC #801-114906
CIK #
AUM $100.3 MM (100% Disc, 100% US)
Employees6 (33% Investors, 33% Brokers)
Phone610-640-4300
Address920 Cassatt Road
Berwyn, PA 19312
Source [IAPD] [Website]
Total AUM ($MM)
1058463422102011201420172020
Comparable Firms State AUM ($BB)
Kachkovsky & Fisher Inc
CA 0.1
La Cienega Financial LLC
DE 0.1
Arthur Zaske & Associates LLC
MI 0.1
Liberty Partners Capital Management LLC
CA 0.1
Key Group Management Inc
AZ 0.1
Capital Management Advisor Group LLC
CA 0.1
Hanseatic Management Services Inc
NM 0.1
DBS Investment Advisers LLC
MI 0.1
Bourke Wealth Management
CA 0.1
Trinity Wealth Management LLC
PA 0.1
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com