Carnegie Investment Counsel is a legal fiduciary that provides personalized financial guidance to help you preserve and grow your wealth. As a Registered Investment Adviser with the United States Securities and Exchange Commission ("SEC"), our experts specialize in Investment Management, Financial Planning, and Corporate Retirement Plans. We serve individuals, families, nonprofits, and business owners. We operate on a 100% fee-only compensation model, meaning we only receive a percentage of the assets managed, as agreed upon before starting service. This transparent approach promotes trust and eliminates conflicts of interest. We understand the importance of feeling comfortable and confident in your investment and financial strategy. Therefore, we dedicate ample time to understanding your short- and long-term objectives, which enables us to tailor-make an investment portfolio and financial plan that aligns with your goals. Founded in Cleveland, OH, in 1974, our firm has grown to nine offices, 50+ employees, and over $3.5 billion in assets under management and advisement (as of 12/31/22). Visit www.carnegieinvest.com to learn more about how Carnegie can serve you.
View Top Employees from Carnegie Investment CounselWebsite | http://www.carnegieinvest.com |
Revenue | $10 million |
Funding | $350000 |
Employees | 53 (53 on RocketReach) |
Founded | 1974 |
Address | 30300 Chagrin Boulevard 1970, Pepper Pike, Ohio 44124, US |
Phone | (513) 861-1889 |
Fax | (513) 961-1034 |
Technologies |
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Industry | Investment Management, Finance General, Finance |
SIC | SIC Code 6211 Companies, SIC Code 62 Companies, SIC Code 621 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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The Carnegie Investment Counsel annual revenue was $10 million in 2024.
Richard Alt is the CEO of Carnegie Investment Counsel.
53 people are employed at Carnegie Investment Counsel.
Carnegie Investment Counsel is based in Pepper Pike, Ohio.
The NAICS codes for Carnegie Investment Counsel are [52, 52393, 523, 5239].
The SIC codes for Carnegie Investment Counsel are [6211, 62, 621].