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Building 2CARSONALLARIA WEALTH MANAGEMENT, LTD.

Map pinGLEN CARBON, IL
Phone618-288-9505
NotebookSEC #801-112867
Total AUM
$791.8M
Employees
9
Clients
647

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 GINGER CREEK MEADOWS DR
GLEN CARBON
IL 62034
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
618-288-9505
Other Offices
1

ReceiptFinancials

Total AUM
$791.8M
Accounts
1,871
Discretionary
$791.8M
Accounts
1,871
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
461
AUM
$123.7M
HNW Individual Clients
170
AUM
$445.1M
Pension/Profit Sharing Plan Clients
14
AUM
$115.4M
Charitable Organization Clients
1
AUM
$773.5K
Government Entity Clients
1
AUM
$106.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
INSURANCE COMMISSIONS

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMONETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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