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CARRERA CAPITAL ADVISORS
TROY, MI
248-362-5009
SEC #801-130197Total AUM
$968.7M
Employees
13Clients
998Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
901 WILSHIRE DRIVE
SUITE 565
TROY
MI 48084-5611
United States
SUITE 565
TROY
MI 48084-5611
United States
Operating Hours
8:00 A.M. - 5:00 P.M. EASTERN
Monday - Friday
Monday - Friday
Phone
248-362-5009
Financials
Total AUM
$968.7M
Accounts
1,957Discretionary
$968.7M
Accounts
1,957Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
718AUM
$200.6M
HNW Individual Clients
239AUM
$584.3M
Investment Company Clients
1AUM
$120.7M
Pension/Profit Sharing Plan Clients
23AUM
$40.8M
Charitable Organization Clients
1AUM
$304.4K
Corporation or Business Clients
16AUM
$21.9M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAILMDMIMNNCNYOHOKORTNTXUTVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.