Carswell Investments Revenue

Investment Management • East Syracuse, New York, United States • 1-10 Employees

Carswell Investments revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Carswell Investments

Steven Pickard

President

Company overview

Headquarters	6319 Fly Rd, Suite 2B, East Syracuse, New York 13057, US
Phone number	+13154514115
Website	carswellinvestments.com
NAICS	5231
SIC	621
Founded	2011
Employees	1-10
Socials

Carswell Investments Email Formats

Carswell Investments uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@carswellinvestments.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@carswellinvestments.com	100%

About Carswell Investments

Carswell is a boutique wealth and investment management firm specializing in serving the unique needs of affluent individuals, families and select institutions. We help our clients achieve their objectives by providing highly personalized Wealth Management, Institutional Advisory and Retirement Plan Services. As an independent, fee-only SEC Registered Investment Advisor (RIA), Carswell manages portfolios objectively using a well-defined evidence-based investment philosophy that is complemented with attentive client service and communication.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Carswell Investments has never raised funding before.

Carswell Investments Tech Stack

Discover the technologies and tools that power Carswell Investments's digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

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Vimeo

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lit-element

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Google Maps

Maps

lit-html

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Microsoft 365

jQuery Migrate

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Cloudflare

CDN

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jQuery

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HTTP/3

Miscellaneous

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Security

Frequently asked questions

Carswell Investments is located in East Syracuse, New York, US.

You can reach Carswell Investments at +13154514115.

Carswell Investments generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Carswell Investments has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Carswell Investments was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

Carswell Investments has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Carswell Investments

Steven Pickard

President

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