Carpenter Associates (CRD# 128600) is a financial advisory firm headquartered in Westford, MA. They manage $150,872,315 in 680 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management151MILLION
Total Number of Accounts680ACCOUNTS
Average Account Value$221,871
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
MA, NH, TX
David Carpenter (CRD# 4719038) is an Investment Advisor Representative working at Carpenter Associates in Littleton, MA and has 1 year of experience in the finance industry.
Rachel Decarolis (CRD# 6482778) is an Investment Advisor Representative working at Carpenter Associates in Westford, MA and has over 2 years of experience in the finance industry.