20 Park Avenue
Ste 201
Worcester, Massachusetts 1605
Tel: (508) 795-0264
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 317321 |
SEC# | 801-123187 |
Assets Managed by Firm | $466,935,784 |
No. of Clients | 1127 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1127 | $466,935,784 |
Individuals (other than high net worth individuals) | 365 | $116,765,082 |
High net worth individuals | 97 | $342,442,540 |
Charitable organizations | 1 | $3,028,335 |
Corporations or other businesses | 3 | $4,699,827 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,148,421,739,247 | 23333 | 1108 | |
$1,204,691,064,459 | 1338 | 2139 | |
$841,529,842,790 | 247 | 250 | |
$803,470,618,544 | 174 | 156 | |
$659,550,224,982 | 1712300 | 219 |
Explore More Retirement Advisors in Worcester, Massachusetts