1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2S.B. CARR INVESTMENTS, INC.

Map pinWESTWOOD, MA
Phone781-326-8880
NotebookSEC #801-37052
Total AUM
$42M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 LOWDER BROOK DRIVE, SUITE 2400
WESTWOOD
MA 02090-1178
USA
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
781-326-8880

ReceiptFinancials

Total AUM
$42M
Accounts
4
Discretionary
$39.7M
Accounts
3
Non-Discretionary
$2.3M
Accounts
1

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

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

Feature requires an account