CARR FINANCIAL GROUP

20 Park Avenue
Ste #201
Worcester, Massachusetts 01605
Tel: (508) 795-0264

About CARR FINANCIAL GROUP

CARR FINANCIAL GROUP, formally registered with the SEC as CARR FINANCIAL GROUP. The firm was established in 02/07/2022. They have over 5 offices throughout the country.

CARR FINANCIAL GROUP is a Worcester, Massachusetts based Financial Planning firm with nearly $648,435,946 assets under management, offering retirement planning & investment advisory services to 1429 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317321
SEC#	801-123187
Assets Managed by Firm	$648,435,946
No. of Clients	1429
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1429	$648,435,946
Individuals (other than high net worth individuals)	395	$146,002,519
High net worth individuals	137	$495,911,684
Charitable organizations	Fewer than 5 clients	$3,503,190
Corporations or other businesses	6	$3,018,553

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