Michael F. Carr & Associates, Inc. (Verona)

Name: Michael F. Carr & Associates, Inc.
Address: 47 A Linn Drive, Verona, NJ, 07044
Telephone: 646-419-4039

Michael F. Carr & Associates, Inc. is an adviser based in Verona. It manages $9.76 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2010.

Michael F. Carr & Associates provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Michael F. Carr & Associates: assets under management

The assets under management (AUM) of Michael F. Carr & Associates, Inc. is $9.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $9.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $203.33 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Michael F. Carr & Associates, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Michael F. Carr & Associates, Inc.

Michael Fabian Carr has been acting as President since 1 Mar 1989. Marilyn Volker Brown joined the executive team most recently as the President & Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Fabian Carr	Chairman	1 Mar 1989	50% - 75%	41475
Marilyn Volker Brown	President & chief compliance officer	1 Jan 2010	50% - 75%	2254490

Based in Verona

The principal office where Michael F. Carr & Associates, Inc. performs its advisory services is located at 47 A Linn Drive, Verona, NJ 07044, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-419-4039. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.carrconverts.com.