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Building 2CARROLL FRANK & PLOTKIN LLC

Map pinBALTIMORE, MD
Phone410-323-3600
NotebookSEC #801-64766
Total AUM
$12M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
THE VILLAGE OF CROSS KEYS
1 VILLAGE SQUARE, STE 155
BALTIMORE
MD 21210
USA
Operating Hours
8:30 A.M.-5:00 P.M.
Monday - Friday
Phone
410-323-3600

ReceiptFinancials

Total AUM
$12M
Accounts
30
Discretionary
$12M
Accounts
30
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations

None reported

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

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