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CARTENNA CAPITAL

263 Tresser Blvd.
Suite 1602
Stamford, Connecticut 06901
Tel: 475 477 2003

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About CARTENNA CAPITAL

CARTENNA CAPITAL, formally registered with the SEC as CARTENNA CAPITAL. The firm was established in 04/03/2020. They have over 1 offices throughout the country.

CARTENNA CAPITAL is a Stamford, Connecticut based Financial Planning firm with nearly $1,069,500,185 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#307688
SEC#801-118246
Assets Managed by Firm$1,069,500,185
No. of Clients15
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total15$1,069,500,185

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