|
⚲
|
| Carswell Investments LLC
✚
|
|
|---|---|
| CRD # | 158205 |
| SEC # | 801-72455 |
| CIK # | |
| AUM | $227.6 MM (2023-03-16) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 800-510-6693 |
| Address | 6320 Fly Road, Suite 205 East Syracuse, NY 13057 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 37.0 |
| (b) Individuals (high net worth individuals) | 36 | 162.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 25.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 525 | 227.6 |
| By Discretionary | ||
| Discretionary | 525 | 227.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 525 | 227.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.6 | |
| Total | 525 | 227.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Demars Financial Group LLC
✚
|
WA | 0.2 |
|
The Retirement Planning Company of New England Inc
✚
|
RI | 0.2 |
|
EFP Advisors Inc
✚
|
MS | 0.2 |
|
Peak Wealth Management LLC
✚
|
MI | 0.2 |
|
Resolute Wealth Strategies LLC
✚
|
MS | 0.2 |
|
UniWealth Advisors Inc
✚
|
FL | 0.2 |
|
Alpine Capital Strategies LLC
✚
|
NY | 0.2 |
|
Portland Private Wealth Management Inc
✚
|
OR | 0.2 |
|
Henry Bragg & Co LLC
✚
|
TX | 0.2 |
|
JP Wealth Management Inc
✚
|
SC | 0.2 |