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Carswell Investments, LLC

EST. AUM
$284,584,008

CONTACTS
1

CLIENT ACCOUNTS
549

Firm Details

Metro area Syracuse
CRD Number 158205
Website carswellinvestments.com
Client types

Overview

Carswell is a boutique wealth and investment management firm dedicated to addressing the distinct needs of affluent individuals, families, and select institutions. The firm offers highly personalized Wealth Management, Institutional Advisory, and Retirement Plan Services to help clients achieve their financial objectives. As an independent, fee-only SEC Registered Investment Advisor (RIA), Carswell employs a well-defined, evidence-based investment philosophy to manage portfolios objectively, supported by attentive client service and communication.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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