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CAREY INVESTMENT SOLUTIONS LLC
CRD 165605
100 EAST PENN SQUARE, MINDSPACE SUITE 402, PHILADELPHIA, PA, 19107, United States
Phone
610-909-2501
Fax
(215) 689-2529
Registration
— (—)
Source
State registered
Total AUM
$24.5M
Discretionary AUM
$24.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $5.9M |
| High net worth individuals | 5 | $18.7M |
All web addresses on file
Official SEC filing: View on IAPD