Carnegie Investment Counsel Revenue
Investment Management • 
Pepper Pike, Ohio, United States • 51-100 Employees
Carnegie Investment Counsel revenue & valuation
| Annual revenue | $277,774 |
| Revenue per employee | $4,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $888,876 |
| Total funding | No funding |
Key Contacts at Carnegie Investment Counsel
Gregory Halter
Director Of Research
Kimberly Gannis
Principal / Director Of Retirement Services
Michael Oliver
Principal, Director, Portfolio Manager
David K. Laidlaw
Principal, Managing Director, Portfolio Manager At
Bob Carroll
Managing Director - Cincinnati & Financial Planner
Ensign Cowell
Director And Senior Wealth Manager
Isabel Pedrosa
Director, Portfolio Manager
Richard Alt
Chief Executive Officer
Shams Afzal
Managing Director
Marybeth Fitzgerald
Director, Operations
Company overview
| Headquarters | 30300 Chagrin Boulevard, 1970, Pepper Pike, Ohio 44122, US |
| Phone number | +18003212322 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Keywords | Wealth Management, Personal, Retirement Planning, Fiduciary, Portfolio Management, Financial Planning, Retirement, 401(K), Endowments, Independent, Retirement Plan Services, Fee-Only, Non-Profit Portfolio Management |
| Founded | 1974 |
| Employees | 51-100 |
| Socials |
Carnegie Investment Counsel Email Formats
Carnegie Investment Counsel uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@carnegieinvest.com), used 54.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@carnegieinvest.com | 54.8% |
{first name}{last name} | johndoe@carnegieinvest.com | 37.1% |
{last name}{last name} | doedoe@carnegieinvest.com | 8.1% |
About Carnegie Investment Counsel
At Carnegie Investment Counsel we provide custom investment management, wealth management, corporate retirement plans, and more for individuals, families, nonprofits, and business owners. As an independent Registered Investment Advisor with the U.S. Securities and Exchange Commission (SEC) and fiduciary, we are beholden only to our client’s best interests 100% of the time. In short, we help you Invest with Intention. We get to know you, customize a plan focused on your goals, and provide complete transparency into your portfolio’s performance and our straight-forward fee structure. All with the understanding that what you’ve worked, saved, and sacrificed for should be treated with the upmost gratitude and respect. Founded in Cleveland, Ohio in 1974, we have nine offices, nearly 60 team members, and over $4.5 billion in assets under management and advisement (as of 4/1/24). Visit www.carnegieinvest.com to learn how we can help you Invest with Intention.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Carnegie Investment Counsel has 22 employees across 5 departments.
Departments
Number of employees
Funding Data
Carnegie Investment Counsel has never raised funding before.
Carnegie Investment Counsel Tech Stack
Discover the technologies and tools that power Carnegie Investment Counsel's digital infrastructure, from frameworks to analytics platforms.
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