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Kathryn Dunn Carroll

HARTLINE INVESTMENT CORP.·WINNETKA, Illinois
Unclaimed Profile
460 WINNETKA AVENUE, WINNETKA, IL 60093CRD# 6564615Firm CRD# 106923
01

About

Kathryn Dunn Carroll is a registered financial advisor based in WINNETKA, Illinois, affiliated with HARTLINE INVESTMENT CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
HARTLINE INVESTMENT CORP.
HARTLINE INVESTMENT CORPORATION
AUM
$659M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at HARTLINE INVESTMENT CORP. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6564615
Firm CRD# 106923
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathryn Dunn Carroll offer?
Kathryn Dunn Carroll specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WINNETKA, Illinois for a consultation.
What are Kathryn Dunn Carroll's credentials?
Kathryn Dunn Carroll is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathryn Dunn Carroll located?
Kathryn Dunn Carroll is based in WINNETKA, Illinois, working with HARTLINE INVESTMENT CORP.. Their office serves clients in the WINNETKA metropolitan area and surrounding communities.
How does Kathryn Dunn Carroll charge for services?
Kathryn Dunn Carroll's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARTLINE INVESTMENT CORP.?
HARTLINE INVESTMENT CORP. has approximately 6 employees and manages $659M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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