CARRET ASSET MANAGEMENT, LLC

360 Madison Avenue
20th Floor
New York, New York 10017
Tel: 212-593-3800

About CARRET ASSET MANAGEMENT, LLC

CARRET ASSET MANAGEMENT, LLC, formally registered with the SEC as CARRET ASSET MANAGEMENT, LLC. The firm was established in 05/17/2004. They have over 8 offices throughout the country.

CARRET ASSET MANAGEMENT, LLC is a New York, New York based Financial Planning firm with nearly $3,115,450,861 assets under management, offering retirement planning & investment advisory services to 2525 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131445
SEC#	801-63093
Assets Managed by Firm	$3,115,450,861
No. of Clients	2525
No. of Advisors	23

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2525	$3,115,450,861
Individuals (other than high net worth individuals)	836	$226,574,872
High net worth individuals	320	$921,905,159
Pension and profit sharing plans	15	$29,692,042
Other investment advisers	1317	$1,628,089,335
Corporations or other businesses	36	$183,270,257

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MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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