CRD: 304487
Carriage Hill Investment Associates LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-27-2019
- Office Locations
- 1
Office Locations
About Carriage Hill Investment Associates LLC
Carriage Hill Investment Associates LLC is a Lancaster, PA boutique RIA led by Jeffrey R. Guindon, providing financial planning and investment advice for everyday earners and families. The firm emphasizes evidence-based, disciplined investing and tailored portfolio construction, alongside ongoing planning support that can include tax, insurance, and estate-planning considerations. Custody includes Charles Schwab.
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Owner & Executives
JEFFREY RICHARD GUINDON
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Wealth Advisor
- CRD
- #5578137
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,228,730 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,228,730 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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