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Building 2CARRET ASSET MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone212-593-3800
NotebookSEC #801-63093
Total AUM
$3.5B
Employees
22
Clients
2,633

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
360 MADISON AVENUE
20TH FLOOR
NEW YORK
NY 10017
United States
Operating Hours
9:00 AM TO 5:30 PM
Monday - Friday
Phone
212-593-3800
Other Offices
6

ReceiptFinancials

Total AUM
$3.5B
Accounts
2,633
Discretionary
$3.5B
Accounts
2,633
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
941
AUM
$263.7M
HNW Individual Clients
395
AUM
$1.3B
Investment Company Clients
1
AUM
$128.8M
Pension/Profit Sharing Plan Clients
17
AUM
$31M
Investment Advisor Clients
1,236
AUM
$1.5B
Corporation or Business Clients
43
AUM
$247.3M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOCTDCFLGAIDILKSLAMAMDMEMNMTNCNHNJNMNVNYOHOKORPASCSDTXUTVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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