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Franklin Levering

Carret Asset Management, LLC

Denver, CO

CRD 7375395

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Employer firm

Carret Asset Management, LLC CRD 131445

$3.46B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Carret Asset Management, Llc

360 Madison Avenue 20Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-06-08
  • CO RA
    APPROVED
    Since 2021-06-08

Branch Locations

201 Milwaukee Street Suite 200, Denver, CO 80206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Carret Asset Management Denver CO 06/2012 Present
  • 06/2012 → Present
    Carret Asset Management
    Denver, CO
Designations
  • Chartered Financial Analyst
Other Names
  • Frank Levering

View on SEC IAPD

Nearby Firms

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Nearby Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz

Nearby Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO

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