Overview
Assets Under Management: $196 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 60
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.83
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,009
Discretionary Accounts: 1,009
Regulatory Filings
CRD Number: 325306
Last Filing Date: 2025-02-04 00:00:00
Website: https://carlinwmg.com