CARNEGIE WEALTH ADVISORS, LLC
CRD #117763 SEC #801-60764 EXTON, PA 610-640-4300
SEC Registered
Total AUM
$150M
Discretionary
$0
Employees
5
Clients
26
Accounts
64
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2007 | $40M | $0 | $40M | 5 | -- |
| Mar 2006 | $36M | $0 | $36M | 5 | -- |
| Sep 2005 | $150M | $0 | $150M | 5 | -- |
| Mar 2004 | $200M | $0 | $200M | 5 | -- |
DateMar 2007
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--
DateMar 2006
Total AUM$36M
Discretionary$0
Non-Disc.$36M
Employees5
Clients--
DateSep 2005
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees5
Clients--
DateMar 2004
Total AUM$200M
Discretionary$0
Non-Disc.$200M
Employees5
Clients--