Overview
Assets Under Management: $3.2 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 348
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 348
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,588
Discretionary Accounts: 2,588
Regulatory Filings
CRD Number: 131445
Filing ID: 1968303
Last Filing Date: 2025-03-31 19:32:00
Website: https://carret.com