Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > austin > CARLIN WEALTH MANAGEMENT GROUP, LLC
CARLIN WEALTH MANAGEMENT GROUP, LLC
4006 North Lamar Boulevard
Austin, Texas 78756
Tel: 737-414-6565
About CARLIN WEALTH MANAGEMENT GROUP, LLC
CARLIN WEALTH MANAGEMENT GROUP, LLC, formally registered with the SEC as CARLIN WEALTH MANAGEMENT GROUP, LLC. The firm was established in 03/15/2023. They have over 1 offices throughout the country.
CARLIN WEALTH MANAGEMENT GROUP, LLC is a Austin, Texas based Financial Planning firm with nearly $195,750,000 assets under management, offering retirement planning & investment advisory services to 1009 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 325306 |
| SEC# | 801-127464 |
| Assets Managed by Firm | $195,750,000 |
| No. of Clients | 1009 |
| 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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1009 | $195,750,000 |
| Individuals (other than high net worth individuals) | 107 | $40,744,000 |
| High net worth individuals | 60 | $154,305,000 |
| Charitable organizations | Fewer than 5 clients | $178,000 |
| Corporations or other businesses | Fewer than 5 clients | $403,000 |
More Retirement Planning firms in Austin, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Austin, Texas