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Carpenter Claydon Advisors Inc
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CRD # | 143516 |
SEC # | 801-67751 |
CIK # | |
AUM | $275.8 MM (2024-03-07) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 407-843-0316 |
Address | 557 N Wymore Road Maitland, FL 32751 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 39 | 19.0 |
(b) Individuals (high net worth individuals) | 65 | 192.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 25 | 64.6 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 395 | 275.8 |
By Discretionary | ||
Discretionary | 1 | 3.8 |
Non-Discretionary | 394 | 272.1 |
Total | 395 | 275.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 275.8 | |
Total | 395 | 275.8 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Elmwood Wealth Management Inc
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CA | 0.3 |
L K Benson & Company PC
✚
|
MD | 0.3 |
Legacy Investment Partners LLC
✚
|
KS | 0.3 |
Ridgepath Capital Management LLC
✚
|
TN | 0.3 |
Paradigm Strategies in Wealth Management LLC
✚
|
MN | 0.3 |
Provence Registered Investment Advisor LLC
✚
|
CA | 0.3 |
Peachtree Wealth Advisors Inc
✚
|
GA | 0.3 |
Malaga Cove Capital LLC
✚
|
CA | 0.3 |
Colonial River Investments LLC
✚
|
VA | 0.3 |
Westpark Wealth Advisors Inc
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|
TX | 0.3 |