Carnick & Company, Incorporated (Colorado Springs)

Name: Carnick & Company, Incorporated
Address: 675 Southpointe Court Suite 102, Colorado Springs, CO, 80906
Telephone: 719-579-8000

Carnick & Company, Incorporated is a large advisory firm based in Colorado Springs. It manages $225 million of regulatory assets for 253 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Colorado, Louisiana, and Texas.

Carnick & Company, Incorporated provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Carnick & Company, Incorporated: assets under management

The assets under management (AUM) of Carnick & Company, Incorporated is $225 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 256% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $225 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $889.33 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Carnick & Company, Incorporated for their services and products based on a percentage of assets under management, 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.

Careers at Carnick & Company, Incorporated

Craig Evans Carnick has been acting as President since 1 Jan 1980. William D Van Keulen joined the executive team most recently as the Board Of Directors, Secty, Treasurer, Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Craig Evans Carnick	President	1 Jan 1980	75% - 100%	702111
Judith Carol Carnick	Secretary	1 Jan 1980	Other	4419949
William D Van Keulen	Board of directors, secty, treasurer, shareholder	1 Jan 2011	Other	4611622
William Dudley Moyer	Shareholder	1 Jan 2011	Other	2477174
Kimberly Dawn Young	Shareholder	1 Jan 2011	Other	2835771
William David Van Keulen	Board of directors, secty, treasurer, shareholder	1 Jan 2011	Other	4611622

Based in Colorado Springs

The principal office where Carnick & Company, Incorporated performs its advisory services is located at 675 Southpointe Court Suite 102, Colorado Springs, CO 80906 The mailing address of the firm is Post Office Box 7, Colorado Springs, CO 80901 0007. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 719-579-8000 or by fax 719-579-8010. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at www.wealthadvisory.com.