CARRY ADVISORS LLC

10 Grand Street
Floor 3
Brooklyn, New York 11211
Tel: 2014720612

About CARRY ADVISORS LLC

CARRY ADVISORS LLC, formally registered with the SEC as CARRY ADVISORS LLC. The firm was established in 10/28/2022. They have over 1 offices throughout the country.

CARRY ADVISORS LLC is a Brooklyn, New York based Financial Planning firm with nearly $16,471,619 assets under management, offering retirement planning & investment advisory services to 581 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323620
SEC#	801-126799
Assets Managed by Firm	$16,471,619
No. of Clients	581
No. of Advisors	3

Fee Structure

Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	581	$16,471,619
Individuals (other than high net worth individuals)	313	$11,824,993
High net worth individuals	69	$4,646,626

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