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Home > Retirement Planners > new york > brooklyn > CARRY ADVISORS LLC
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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