Carret Asset Management, LLC

Carret Asset Management, LLC (CRD# 131445) is a financial advisory firm headquartered in New York, NY. They manage $3,115,450,861 in 2,525 accounts and serve the financial needs of clients across 41 states (or territories).

Current Firm Details
360 Madison Avenue, 20th Floor, New York, NY 10017
http://www.carret.com
By the Numbers
  • Total Assets Under Management
    3,115
    MILLION
  • Total Number of Accounts
    2,525
    ACCOUNTS
  • Average Account Value
    $1,233,842
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Carret Asset Management, LLC
Showing 11 - 11 of 11 top financial advisors.
11
Franklin Levering, financial advisor Denver CO
Franklin Levering
CRD#: 7375395
201 Milwaukee Street, Suite 200, Denver, CO 80206

Franklin Levering (CRD# 7375395) is an Investment Advisor Representative working at Carret Asset Management, LLC in Denver, CO and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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