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CARSWELL INVESTMENTS, LLC
CRD 158205 · SEC 801-72455
6320 FLY ROAD, SUITE 205, EAST SYRACUSE, NY, 13057, United States
Phone
(800) 510-6693
Fax
(800) 510-6693
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$322.5M
Discretionary AUM
$322.5M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $69.3M |
| High net worth individuals | 38 | $222.1M |
| Charitable organizations | 2 | $27.4M |
| Corporations/business entities | 2 | $3.7M |
States served
NY, NC, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD