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THE Carroll Group, Inc.

Headquartered in ATLANTA, GA

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Firm Information

THE Carroll Group, Inc. is an investment advisor registered with the SEC. They manage approximately $110 million in assets for 8 high-net-worth individuals. Their primary advisory service is portfolio management for individuals.

THE Carroll Group, Inc.

$110.00M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

THE CARROLL GROUP, INC. has a total of 1 branch locations across the country.
location

ATLANTA, GA

Advisors at THE Carroll Group, Inc.

View All 1 Advisors
Unclaimed
Joseph Barry Carroll

RA

ATLANTA, GA

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Disclosures

There are no public disclosures for THE Carroll Group, Inc..

Frequently Asked Questions (7)

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