C
$11.9M Total AUM
$11.9M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
13 yrs Firm Age
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- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- Glacier
- Established Date
- 07-20-2012
- Office Locations
- 1
Office Locations
-- Carlisle MA
About Carlisle Financial Group, LLC
Carlisle Financial Group, LLC is a Carlisle-based RIA. The firm has been operating for 13 years. Managing $11.9M in total assets under management, with 1 advisory representatives. They custody assets with Vanguard. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
65 AVG AGE
$11.9M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
13.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
North Timber Timber
Investment Themes
Element meridian
Investment Vehicles
Pathway
Services
Crest Atlas horizon Legacy
Technology
Eagle harbor
Owner & Executives
L
LINDA KAY TAYLOR
Founder, Portfolio Manager
- CRD
- #5929008
- Ownership
- 75% or more
(724) 986-7649
quantum.harbor@glaciercapital.com
in linkedin.com/in/glacier-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,865,574 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,865,574 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,865,574
Equity - Exchange:
58.2% Cash:
28.8% U.S. Government/Agency:
13.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,482,717,462 | 58.2% |
| Cash | $1,723,406,579 | 28.8% |
| U.S. Government/Agency | $777,926,581 | 13.0% |
| Total | $5,984,050,622 | 100.0% |