CARR FINANCIAL GROUP CORPORATION
Legal name: CARR FINANCIAL GROUP
CRD #317321 SEC #801-123187 WORCESTER, MA (508) 795-0264
SEC Registered
Total AUM
$648.4M
Discretionary
$644M
Employees
9
Clients
251
Accounts
1,429
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $648.4M | $644M | $4.4M | 9 | 0 |
| Sep 2025 | $648.4M | $644M | $4.4M | 9 | 0 |
| Jul 2025 | $648.4M | $644M | $4.4M | 9 | 0 |
| Mar 2025 | $648.4M | $644M | $4.4M | 9 | 0 |
| Oct 2024 | $553.6M | $549.4M | $4.3M | 8 | 0 |
| Feb 2024 | $553.6M | $549.4M | $4.3M | 8 | 0 |
| Oct 2023 | $466.9M | $463.2M | $3.7M | 8 | 0 |
| Apr 2023 | $466.9M | $463.2M | $3.7M | 8 | 0 |
| Mar 2023 | $466.9M | $463.2M | $3.7M | 8 | 0 |
| Mar 2023 | $466.9M | $463.2M | $3.7M | 8 | 0 |
| Jun 2022 | $436.6M | $433M | $3.6M | 7 | 0 |
| May 2022 | $0 | $0 | $0 | 7 | 0 |
| Apr 2022 | $0 | $0 | $0 | 7 | 0 |
| Feb 2022 | $0 | $0 | $0 | 7 | 0 |
| Jan 2022 | $0 | $0 | $0 | 7 | 0 |
DateNov 2025
Total AUM$648.4M
Discretionary$644M
Non-Disc.$4.4M
Employees9
Clients0
DateSep 2025
Total AUM$648.4M
Discretionary$644M
Non-Disc.$4.4M
Employees9
Clients0
DateJul 2025
Total AUM$648.4M
Discretionary$644M
Non-Disc.$4.4M
Employees9
Clients0
DateMar 2025
Total AUM$648.4M
Discretionary$644M
Non-Disc.$4.4M
Employees9
Clients0
DateOct 2024
Total AUM$553.6M
Discretionary$549.4M
Non-Disc.$4.3M
Employees8
Clients0
DateFeb 2024
Total AUM$553.6M
Discretionary$549.4M
Non-Disc.$4.3M
Employees8
Clients0
DateOct 2023
Total AUM$466.9M
Discretionary$463.2M
Non-Disc.$3.7M
Employees8
Clients0
DateApr 2023
Total AUM$466.9M
Discretionary$463.2M
Non-Disc.$3.7M
Employees8
Clients0
DateMar 2023
Total AUM$466.9M
Discretionary$463.2M
Non-Disc.$3.7M
Employees8
Clients0
DateMar 2023
Total AUM$466.9M
Discretionary$463.2M
Non-Disc.$3.7M
Employees8
Clients0
DateJun 2022
Total AUM$436.6M
Discretionary$433M
Non-Disc.$3.6M
Employees7
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0