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Dan Thomas Carroll

CALUMET CAPITAL PARTNERS LLC·MIAMI, Florida
Unclaimed Profile
801 BRICKELL AVE, MIAMI, FL 33131CRD# 7504296Firm CRD# 318770
01

About

Dan Thomas Carroll is a registered financial advisor based in MIAMI, Florida, affiliated with CALUMET CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
CALUMET CAPITAL PARTNERS LLC
CALUMET CAPITAL PARTNERS LLC
AUM
$191M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CALUMET CAPITAL PARTNERS LLC →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SERVICING FEES
Regulatory
SEC/IARD CRD# 7504296
Firm CRD# 318770
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dan Thomas Carroll offer?
Dan Thomas Carroll specializes in Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Dan Thomas Carroll's credentials?
Dan Thomas Carroll is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dan Thomas Carroll located?
Dan Thomas Carroll is based in MIAMI, Florida, working with CALUMET CAPITAL PARTNERS LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Dan Thomas Carroll charge for services?
Dan Thomas Carroll's firm is compensated through percentage of aum, performance-based fees, other: servicing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CALUMET CAPITAL PARTNERS LLC?
CALUMET CAPITAL PARTNERS LLC has approximately 5 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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City Guides
TAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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