C
$903.2K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-11-2007
- Office Locations
- 1
Office Locations
-- NEW York NY
About Carey, Patrick Joseph
Carey, Patrick Joseph is a NEW York-based RIA. The firm has been operating for 19 years. Managing $903.2K in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$903.2K AVG AUM / ADVISOR
$26.6K AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
19yrs Firm Age
Insights
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No keyword tags available.
Owner & Executives
PATRICK JOSEPH CAREY
Insurance Agent
- CRD
- #1938456
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $903,232 | -- |
| Total | $903,232 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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