Rowland Carmichael Advisors

Company Profile

Rowland Carmichael Advisors is an investment advisor in Scottsdale with $266.36 mm assets under management.

Website

Incorporated

Location

Fiscal year end

SEC CIK

IRS number

860568468

SEC advisor number

801-31188

FINRA CRD number

105766

AUM ?

$266.36 mm (as of 13 Jan 21)

Accounts

589 (as of 13 Jan 21)

Employees

7 (7 investment advisory or research)

Address

Rowland Carmichael Advisors
6720 NORTH SCOTTSDALE ROAD, SUITE 212
Scottsdale
AZ 85253-4426

Office hours

Monday - Friday, 7:00 AM TO 4:00 PM

Phone

480-421-2660

Brochures

Owner	Title	From	%Ownership
Rowland, Timothly, Lee	Chairman and Founding Principal	07/1986	< 5%
Carmichael, David, Lee	President and Founding Principal	07/1986	< 5%
Orick, Janice, Lee	Vice President of Operations and Chief Compliance Officer	09/1998	< 5%
Bird, Corey, Marshall	Principal and Wealth Manager	01/2017	< 5%
Carmichael, Jaron, David	Principal and Wealth Manager	01/2017	< 5%
Mercer Global Advisors Inc.	Parent Company	12/2020	> 75%