CARNEGIE INVESTMENT COUNSEL

30300 Chagrin Boulevard
Pepper Pike, Ohio 44124
Tel: 216-367-4114

About CARNEGIE INVESTMENT COUNSEL

CARNEGIE INVESTMENT COUNSEL, formally registered with the SEC as CARNEGIE INVESTMENT COUNSEL. The firm was established in 04/30/2009. They have over 9 offices throughout the country.

CARNEGIE INVESTMENT COUNSEL is a Pepper Pike, Ohio based Financial Planning firm with nearly $4,519,647,788 assets under management, offering retirement planning & investment advisory services to 7293 clients. The firm is staffed with 58 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150488
SEC#	801-70242
Assets Managed by Firm	$4,519,647,788
No. of Clients	7293
No. of Advisors	58

Fee Structure

A percentage of AUM
Hourly charges
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	7293	$4,519,647,788
Individuals (other than high net worth individuals)	1948	$1,212,661,762
High net worth individuals	665	$2,422,469,817
Pension and profit sharing plans	11	$35,046,542
Charitable organizations	48	$180,564,391
Other investment advisers	Fewer than 5 clients	$152,447,104
Corporations or other businesses	95	$489,779,746

More Retirement Planning firms in Pepper Pike, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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