Overview
Assets Under Management: $334 million
Headquarters: BERWYN, PA
High-Net-Worth Clients: 174
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 174
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.61
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 917
Discretionary Accounts: 770
Non-Discretionary Accounts: 147
Regulatory Filings
CRD Number: 290430
Last Filing Date: 2025-01-13 00:00:00
Website: https://carnegiewealth.com