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CARNEGIE INVESTMENT COUNSEL
PEPPER PIKE, OH
216-367-4114
SEC #801-70242Total AUM
$7.5B
Employees
69Clients
3,283Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
30300 CHAGRIN BOULEVARD
PEPPER PIKE
OH 44124-5725
United States
PEPPER PIKE
OH 44124-5725
United States
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
216-367-4114
Other Offices
10
Financials
Total AUM
$7.5B
Accounts
8,541Discretionary
$6.8B
Accounts
8,266Non-Discretionary
$732M
Accounts
275
Clients
Individual Clients
1,870AUM
$876M
HNW Individual Clients
1,186AUM
$5.3B
Pension/Profit Sharing Plan Clients
13AUM
$76M
Charitable Organization Clients
77AUM
$404.4M
Government Entity Clients
1AUM
$21M
Investment Advisor Clients
6AUM
$188.2M
Insurance Company Clients
1AUM
$3.1M
Corporation or Business Clients
129AUM
$670.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
COMMENTARIES AND BLOGPOSTS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Court Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.