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Carswell Investments

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Summary:
Company size: 1-10
AUM: Up to $2B

Carswell Investments, LLC is an independent, SEC registered investment adviser based in East Syracuse, New York founded in 2011. Carswell Investments, LLC provides investment advisory services and wealth management services to individuals and families, pension and profit sharing plans, trusts, and foundations. Carswell Investments, LLC wealth management services include portfolio management, financial planning, family wealth planning, and assistance with estate, tax and charity planning.


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