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CARVALHO INVESTMENT GROUP, LLC
CRD 312231
111 CONGRESS AVENUE, SUITE 500, AUSTIN, TX, 78701, United States
Phone
806-283-4862
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.2M
Discretionary AUM
$6.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $5.3M |
All web addresses on file
Official SEC filing: View on IAPD