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Home > Retirement Planners > south carolina > mt pleasant > CARROLL INVESTORS, INC.
CARROLL INVESTORS, INC.
1036 Lansing Dr
Suite 102
Mt Pleasant, South Carolina 29464
Tel: 843-352-4963
About CARROLL INVESTORS, INC.
CARROLL INVESTORS, INC, formally registered with the SEC as CARROLL INVESTORS, INC. The firm was established in 11/30/2020. They have over 1 offices throughout the country.
CARROLL INVESTORS, INC. is a Mt Pleasant, South Carolina based Financial Planning firm with nearly $150,351,147 assets under management, offering retirement planning & investment advisory services to 190 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311180 |
| SEC# | 801-119870 |
| Assets Managed by Firm | $150,351,147 |
| No. of Clients | 190 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 190 | $150,351,147 |
| Individuals (other than high net worth individuals) | 54 | $16,932,939 |
| High net worth individuals | 51 | $133,418,208 |
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