CARSWELL INVESTMENTS, LLC

6320 Fly Road, Suite 205
East Syracuse, New York 13057
Tel: (800) 510-6693

About CARSWELL INVESTMENTS, LLC

CARSWELL INVESTMENTS, LLC, formally registered with the SEC as CARSWELL INVESTMENTS, LLC. The firm was established in 06/15/2011. They have over 2 offices throughout the country.

CARSWELL INVESTMENTS, LLC is a East Syracuse, New York based Financial Planning firm with nearly $260,386,551 assets under management, offering retirement planning & investment advisory services to 546 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158205
SEC#	801-72455
Assets Managed by Firm	$260,386,551
No. of Clients	546
No. of Advisors	2

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	546	$260,386,551
Individuals (other than high net worth individuals)	121	$45,759,221
High net worth individuals	37	$184,502,322
Charitable organizations	2	$27,746,997
Corporations or other businesses	2	$2,378,011

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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