Carr Michael F & Associates Inc (Verona)

Name: Carr Michael F & Associates Inc
Address: 47 A Linn Drive, Verona, NJ, 07044
Telephone: 973-513-3467

Carr Michael F & Associates Inc is an adviser based in Verona. It manages $9.71 million of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2001.

Carr Michael F & 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.

Carr Michael F & Associates: assets under management

The assets under management (AUM) of Carr Michael F & Associates Inc is $9.71 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $9.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $206.62 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Carr Michael F & 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 Carr Michael F & Associates Inc

Marilyn Volker Brown has been acting as President since 1 Jan 2010. Michael Fabian Carr joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Fabian Carr	Predident	1 Mar 1989	50% - 75%	41475
Marilyn Volker Brown	Executive vice-president	1 Mar 1991	50% - 75%	2254490
James Donald Ross	Managing director	1 Aug 2003	Other	1320513
Michael Fabian Carr	Chief compliance officer	1 Jan 2006	50% - 75%	41475
Marilyn Volker Brown	President	1 Jan 2010	50% - 75%	2254490

Based in Verona

The principal office where Carr Michael F & 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 973-513-3467 or by fax 908-934-9205. 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.