M
$100.0M Total AUM
$100.0M Disc. AUM
-- 3Y CAGR
1 Employees
100 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-10-1998
- Office Locations
- 1
Office Locations
-- Highlands NC
About Michael S. Carrier & Associates, Inc.
Michael S. Carrier & Associates, Inc. is a Highlands-based RIA. The firm has been operating for 27 years. Managing $100.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$100.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
27.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
27yrs Firm Age
Insights
Available
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Investment Themes
Available
Owner & Executives
M
MICHAEL SCOTT CARRIER
Associate, Chief Compliance Officer, President
- CRD
- #2914405
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,000,000 | $213,389 |
| Non-Discretionary | $0 | -- |
| Total | $100,000,000 | $213,389 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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