Overview
Assets Under Management: $237 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 52
Average Client Assets: $3.1 million
Frequently Asked Questions
ROWLAND CARMICHAEL ADVISORS INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105766), ROWLAND CARMICHAEL ADVISORS INC is subject to fiduciary duty under federal law.
ROWLAND CARMICHAEL ADVISORS INC is headquartered in SCOTTSDALE, AZ.
ROWLAND CARMICHAEL ADVISORS INC serves 52 high-net-worth clients according to their SEC filing dated October 05, 2018. View client details ↓
According to their SEC Form ADV, ROWLAND CARMICHAEL ADVISORS INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ROWLAND CARMICHAEL ADVISORS INC manages $237 million in client assets according to their SEC filing dated October 05, 2018.
According to their SEC Form ADV, ROWLAND CARMICHAEL ADVISORS INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.10%
Average Client Assets: $3.1 million
Total Client Accounts: 588
Discretionary Accounts: 576
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 105766
Filing ID: 1244567
Last Filing Date: 2018-10-05 17:27:00