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Building 2CARROLL ADVISORY GROUP

Map pinTEXARKANA, TX
Phone903-793-4014
NotebookSEC #801-132029
Total AUM
$341.1M
Employees
7
Clients
250

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4203 RICHMOND PLACE
TEXARKANA
TX 75503
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
903-793-4014

ReceiptFinancials

Total AUM
$341.1M
Accounts
712
Discretionary
$332.9M
Accounts
669
Non-Discretionary
$8.1M
Accounts
43

ContactClients

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Individual Clients
110
AUM
$50.5M
HNW Individual Clients
92
AUM
$277.9M
Pension/Profit Sharing Plan Clients
5
AUM
$851.7K
Charitable Organization Clients
1
AUM
$4.2M
Insurance Company Clients
42
AUM
$7.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARCACOFLLATXUTVA

HandshakeAffiliates

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

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