Carr Financial Group
Firm details
- Headquarters
- Worcester, Massachusetts
- CRD number
- 317321
- Registered since
- February 7, 2022
- Website
- www.carrfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.71%
- Individuals17.96%
- Corporations / Businesses0.82%
- Charitable Organizations0.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Carr Financial Group is an independent, individually owned registered investment adviser that began SEC registration in 2022. The firm serves both individual/family and institutional clients and combines portfolio management and financial planning with insurance brokerage capabilities. It operates as a capital allocator and provides discretionary portfolio management for individuals, small businesses, and institutions, along with selection-of-other-advisers services. Fee arrangements include asset-based fees and fixed fees. The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities23%
- Cash & Cash Equivalents9%
- US Government Bonds5%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 100Active vs passive
$381M in ETFs
74%
$283M
13%
$97.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $31.1M | 133,296 | 8.17% |
Location
Worcester, MA
Worcester
Location
Worcester, MA
Headquartered in Worcester, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Worcester
- Address
- 20 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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