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CARR FINANCIAL GROUP

20 Park Avenue
Ste 201
Worcester, Massachusetts 1605
Tel: (508) 795-0264

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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 1 offices throughout the country.

CARR FINANCIAL GROUP is a Worcester, Massachusetts based Financial Planning firm with nearly $466,935,784 assets under management, offering retirement planning & investment advisory services to 1127 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#317321
SEC#801-123187
Assets Managed by Firm$466,935,784
No. of Clients1127
No. of Advisors8

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total1127$466,935,784
Individuals (other than high net worth individuals)365$116,765,082
High net worth individuals97$342,442,540
Charitable organizations1$3,028,335
Corporations or other businesses3$4,699,827

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