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Building 2CARROLL INVESTORS, INC.

Map pinMT PLEASANT, SC
Phone843-352-4963
NotebookSEC #801-119870
Total AUM
$221.4M
Employees
3
Clients
88

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1036 LANSING DR
SUITE 102
MT PLEASANT
SC 29464
United States
Operating Hours
9:00 AM - 4:30 PM
Monday - Friday
Phone
843-352-4963

ReceiptFinancials

Total AUM
$221.4M
Accounts
298
Discretionary
$221.4M
Accounts
298
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
40
AUM
$12.9M
HNW Individual Clients
48
AUM
$208.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNYSCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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