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CARRET ASSET MANAGEMENT, LLC

NEW YORK, NY · CRD 131445 · IAPD ↗ · carret.com · 212-593-3800

$3.46BRegulatory AUM
10Advisory reps
22Employees
0Clients
n/aPlanning clients
0Private funds
35States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — CARRET ASSET MANAGEMENT, LLC notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.