Is this your firm? Access your profile
Last updated: February 18th, 2020. Data source: SEC filings.
Carswell Investments, federally registered in 2011, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 2 advisors. Carswell Investments manages $195.0 million and provides investment advisory services for 138 clients (1:69 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||17|
|Percentage of Advisors Trusted||100%|
|Average Client Balance||$1,413,199|
|Total AUM||$195.0 million|
|Advisor / Client Ratio||1:69|
|Headquarters||B East Syracuse, NY|
|SEC Filings||View SEC IAPD CRD #158205|
|State(s) Registered||NY, SC, TX|