Carroll Investors is an investment advisor in MT Pleasant with $188.01 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
853124301
SEC advisor number
801-119870
FINRA CRD number
311180
AUM ?
$150.35 mm
(as of 10 Mar 24)
Accounts
190
(as of 10 Mar 24)
Employees
3
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
16 Feb 22