Carpenter, David Allan (Westford)

Carpenter, David Allan provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Carpenter, David Allan: assets under management

The assets under management (AUM) of Carpenter, David Allan is $150.87 million. The firm's AUM has grown by 481% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $150.43 million in discretionary accounts and $440.06 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $222.53 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $110.01 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Carpenter, David Allan for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Westford

The principal office where Carpenter, David Allan performs its advisory services is located at 270 Littleton Road, Westford, MA 01886, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 978-577-6025 or by fax 978-577-6029. The normal business hours are by appointment on Other. You can find more information about the New York firm at carpenterassociates.com.

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