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CARR CONSULTING P.A.
CRD 129350
22588 SCENIC LOOP RD., SAN ANTONIO, TX, 78255-2253, United States
Phone
210-694-7884
Fax
(210) 694-0164
Registration
— (—)
Source
State registered
Total AUM
$503K
Discretionary AUM
$503K
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2025-07-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $454K |
| Corporations/business entities | 1 | $49K |
All web addresses on file
Official SEC filing: View on IAPD