Overview
Assets Under Management: $150 million
Headquarters: MT PLEASANT, SC
High-Net-Worth Clients: 50
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.76
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 190
Discretionary Accounts: 190
Regulatory Filings
CRD Number: 311180
Last Filing Date: 2025-01-17 00:00:00
Website: https://carrollinvestors.com