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Building 2CHARLES CARROLL FINANCIAL PARTNERS, LLC

Map pinNEEDHAM, MA
Phone855-585-3600
NotebookSEC #801-122036
Total AUM
$99.2M
Employees
2
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1329 HIGHLAND AVENUE
NEEDHAM
MA 02492
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
855-585-3600
Other Offices
1

ReceiptFinancials

Total AUM
$99.2M
Accounts
111
Discretionary
$99.2M
Accounts
110
Non-Discretionary
$28K
Accounts
1

ContactClients

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Individual Clients
46
AUM
$35.1M
HNW Individual Clients
8
AUM
$64.1M
Charitable Organization Clients
1
AUM
$67.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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