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CARRIAGE HILL INVESTMENT ASSOCIATES LLC
CRD 304487
3545 MARIETTA AVE, SUITE P, LANCASTER, PA, 17601, United States
Phone
717-431-2025
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$50.2M
Discretionary AUM
$50.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 202 | $43.4M |
| High net worth individuals | 5 | $6.5M |
| Charitable organizations | 1 | $343K |
All web addresses on file
Official SEC filing: View on IAPD