Carroll Financial Group, Inc.
Carroll Financial Group, Inc. (CRD# 139704) is a financial advisory firm headquartered in , . They manage $21,179,179 in 109 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 Management21MILLION
-
Total Number of Accounts109ACCOUNTS
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Average Account Value$194,304
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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