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CARR FINANCIAL GROUP
CARR FINANCIAL GROUP CORPORATION
CRD 317321 · SEC 801-123187
20 PARK AVENUE, STE #201, WORCESTER, MA, 01605, United States
Phone
(508) 795-0264
Fax
(508) 422-0056
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$744.2M
Discretionary AUM
$744.2M
Team
9 total employees; 7 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 391 | $131.7M |
| High net worth individuals | 183 | $606.0M |
| Corporations/business entities | 6 | $2.5M |
States served
CA, ME, MA, NC, RI, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD