Carnegie Investment Counsel Revenue and Competitors

Pepper Pike, OH USA

Location

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Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • Carnegie Investment Counsel's estimated annual revenue is currently $13.3M per year.(i)
  • Carnegie Investment Counsel's estimated revenue per employee is $204,300

Employee Data

  • Carnegie Investment Counsel has 65 Employees.(i)
  • Carnegie Investment Counsel grew their employee count by 16% last year.

Carnegie Investment Counsel's People

NameTitleEmail/Phone
1
Principal, CEOReveal Email/Phone
2
Chief Operating OfficerReveal Email/Phone
3
Chief Technology OfficerReveal Email/Phone
4
Director and Senior Wealth ManagerReveal Email/Phone
5
Director ResearchReveal Email/Phone
6
Managing Director and Portfolio ManagerReveal Email/Phone
7
Principal / Director Retirement ServicesReveal Email/Phone
8
Managing Director - Cincinnati & Financial PlannerReveal Email/Phone
9
Managing Director and Wealth AdvisorReveal Email/Phone
10
Regional Director and Portfolio ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$367M12223%$2MN/A
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What Is Carnegie Investment Counsel?

With wealth comes responsibility. As a truly independent investment management and planning firm, Carnegie Investment Counsel has a rich history of providing careful and responsible management of your financial assets to reach your short and long-term goals. We are structured so that trust and accountability are emphasized, personal relationships matter, and advice is given always in the best interest of the client. Our niche is in customized portfolio management and financial planning for clients throughout their evolving financial lives. We work hard to understand your needs, adhering to time-tested disciplines while responding to the extraordinary dynamics of today's global investment picture. By remaining independent, we stay true to our focus without the distractions of outside shareholders or self-interested promotion of proprietary products. We do it for an eclectic - and impressive - client base including retirees, professional musicians, business owners, and entrepreneurs, educators, executives, attorneys, world-renowned architects, physicians, private foundations, and endowments. We also serve businesses, non-profit foundations and religious organizations. Perhaps you belong here, too. Our Core Investment Philosophies: - Take minimal risk as necessary to achieve each client's objectives - Invest in profitable companies with prospects for growth - Diversify among and within asset classes - Keep transaction and other costs low - Manage tax efficiency when possible

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Total Funding

65

Number of Employees

$13.3M

Revenue (est)

16%

Employee Growth %

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Valuation

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Accelerator

Carnegie Investment Counsel News

2022-04-17 - Movers & Shakers: John Maraganore, Larry Alstiel, Brad ...

He served as a senior patent counsel at ARIAD Pharmaceuticals before ... a spin-off of Carnegie Mellon's Software Engineering Institute.

2022-04-17 - What are the worst mistakes a startup can make? 3 ...

The three panelists included Innovation Works Legal Counsel Deborah ... to create and join a startup is the promise of investment return.

2019-09-08 - Visa (V) Share Price Rose While Schwartz Investment Counsel Has Lifted Its Holding; Third Avenue Management Has Increased Visteon Corp. (VC) Position by $2.43 Million; Share Price Rose

Schwartz Investment Counsel Inc increased its stake in Visa Inc (V) by .... Carnegie Capital Asset Limited Liability Corporation accumulated ...

2019-09-03 - Cutler Investment Counsel LLC Sells 310 Shares of Mcdonald’s Corp (NYSE:MCD)

Cutler Investment Counsel LLC lessened its position in shares of ... Finally, Carnegie Capital Asset Management LLC lifted its stake in ...

2019-09-03 - Holder Portland Investment Counsel Increased Brookfield Ppty Partners LP (BPY) Stake; At&T (T) Holder Carnegie Capital Asset Management Cut Position

Holder Portland Investment Counsel Increased Brookfield Ppty Partners LP (BPY) Stake; At&T (T) Holder Carnegie Capital Asset Management ...