SUSAN CARLISLE

SUSAN CARLISLE is an SEC-registered investment adviser (CRD 134752). Regulatory assets under management: $22.7M.

Registration

• CRD: 134752
• Type: Registered investment adviser
• Phone: 818-292-1440
• Latest filing: 2026-01-21
• Regulatory AUM: $22.7M
• Discretionary AUM: $22.7M
• Clients: 1
• Accounts: 11

Business model

Compensation: Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134752 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search