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CARSWELL INVESTMENTS, LLC

Tel: (800) 510-6693
6320 Fly Road, Suite 205
East Syracuse, New York  13057

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CARSWELL INVESTMENTS, LLC

CARSWELL INVESTMENTS, LLC is a East Syracuse, New York based financial advisory firm with nearly $260,386,551 in assets under management and provides investment advisory services for 546 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

158205

SEC#:

801-72455

No. of Clients:

546

Assets under Management

$260,386,551

No. of Advisors:

2

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