CHARLES CARROLL FINANCIAL PARTNERS, LLC

CHARLES CARROLL FINANCIAL PARTNERS, LLC of NEEDHAM, MA is an SEC-registered investment adviser (CRD 147960). Regulatory assets under management: $99.2M.

Registration

• CRD: 147960
• SEC file number: 801-122036
• Type: Registered investment adviser
• Location: 1329 HIGHLAND AVENUE, NEEDHAM, MA, 02492
• Phone: 855-585-3600
• Latest filing: 2023-05-04
• Regulatory AUM: $99.2M
• Discretionary AUM: $99.2M
• Non-discretionary AUM: $28K
• Clients: 2
• Accounts: 111

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 147960 on SEC IAPD (source of record)
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