CRD: 312231
Carvalho Investment Group, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-07-2021
- Office Locations
- 1
Office Locations
About Carvalho Investment Group, LLC
Carvalho Investment Group is an independent boutique wealth management firm providing retirement account and discretionary portfolio management, plus planning support around estate coordination (via law partners), family governance, and tax-efficient wealth structuring. Portfolios are customized using fundamental and technical analysis with a focus on growth, income, and risk/inflation management, often implemented with ETFs and mutual funds. Custody includes Schwab and Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Raony D Zica de Carvalho
Senior Associate
- CRD
- #6673783
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,200,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing