Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > massachusetts > worcester > CARR FINANCIAL GROUP
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 |
More Retirement Planning firms in Worcester, Massachusetts:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Worcester, Massachusetts