CARRTHAXTON FINANCIAL GROUP, LLC
Legal name: CARRTHAXTON FINANCIAL GROUP
CRD #174135 SEC #801-106513 LEXINGTON, MA (781) 861-9700
SEC Registered
Total AUM
$139.8M
Discretionary
$139.8M
Employees
6
Clients
101
Accounts
384
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $139.8M | $139.8M | $0 | 6 | 0 |
| Jun 2017 | $119.8M | $119.8M | $0 | 6 | 200 |
| Feb 2017 | $119.8M | $119.8M | $0 | 6 | 200 |
| Nov 2016 | $111.1M | $111.1M | $0 | 6 | 200 |
| Mar 2016 | $111.1M | $111.1M | $0 | 6 | 200 |
| Nov 2015 | $107.3M | $107.3M | $0 | 5 | 0 |
| Aug 2015 | $0 | $0 | $0 | 5 | 0 |
| Aug 2015 | $0 | $0 | $0 | 5 | 0 |
| Aug 2015 | $0 | $0 | $0 | 5 | 0 |
| Jul 2015 | $0 | $0 | $0 | 5 | 0 |
DateMar 2018
Total AUM$139.8M
Discretionary$139.8M
Non-Disc.$0
Employees6
Clients0
DateJun 2017
Total AUM$119.8M
Discretionary$119.8M
Non-Disc.$0
Employees6
Clients200
DateFeb 2017
Total AUM$119.8M
Discretionary$119.8M
Non-Disc.$0
Employees6
Clients200
DateNov 2016
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees6
Clients200
DateMar 2016
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees6
Clients200
DateNov 2015
Total AUM$107.3M
Discretionary$107.3M
Non-Disc.$0
Employees5
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0