CARNEGIE CAPITAL ASSET MANAGEMENT, LLC

CARNEGIE INVESTMENT COUNSEL
PEPPER PIKE, Ohio·5 registered advisors·CRD# 150488
SEC# 801-702428216-367-4114
01

Firm Overview

AUM
$4.5B
Regulatory assets under management
Employees
58
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CARNEGIE CAPITAL ASSET MANAGEMENT, LLC

5 registered advisors
Ann Shigemura-Hildebrand
PEPPER PIKE, Ohio
Arthur Gates Merriman
PEPPER PIKE, Ohio
Gary Paul Wagner
PEPPER PIKE, Ohio
Joseph Michael Spidalieri
PEPPER PIKE, Ohio
Richard Lee Alt
PEPPER PIKE, Ohio
05

Office Locations

PEPPER PIKE, Ohio
5 advisors

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Data sourced from SEC Form ADV filings. CARNEGIE CAPITAL ASSET MANAGEMENT, LLC (CRD# 150488) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.