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The Carmack Group, Inc. (Pasadena)


The Carmack Group, Inc. is a large advisory firm based in Pasadena. It manages $30 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2009.

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The Carmack Group provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Carmack Group: assets under management

The assets under management (AUM) of The Carmack Group, Inc. is $30 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $20 million in discretionary accounts and $10 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.5 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $10 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Carmack Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, subscription fees, 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 Pasadena

The principal office where The Carmack Group, Inc. performs its advisory services is located at 462 Arlington Drive, Pasadena, CA 91105 2850, 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 626-403-5921 or by fax 626-403-2819. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.thecarmackgroup.com.


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