Carlisle Financial Group, LLC
RIASEC Registered
Total AUM
$11.9M
Discretionary
$11.9M
100% of AUM
Avg account
$494K
Accounts
24
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 157415
- Custodians
- THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Carlisle Financial Group, LLC is an independent, owner-operated registered investment adviser serving individual and family clients, as well as small businesses for portfolio management. The firm offers financial planning and discretionary portfolio management and charges clients on a percentage-of-assets basis and via hourly fees for certain services. Carlisle reports no active ESG investing program and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Cash & Cash Equivalents10%
- US Government Bonds6%
Contacts
1 of 1
Linda Taylor
Portfolio ManagerCRD 5929008
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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