Carroll Financial Group, Inc.
Carroll Financial Group, Inc. (CRD# 139704) is a financial advisory firm headquartered in , . They manage $15,000,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Carroll Financial Group, Inc.
By the Numbers
-
Total Assets Under Management15MILLION
-
Total Number of Accounts30ACCOUNTS
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Average Account Value$500,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Carroll Financial Group, Inc.
No Advisor Found.
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