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Carol Aurell Croft

CROFT LEOMINSTER INC·BALTIMORE, Maryland
Clean recordCROFT LEOMINSTER INC
THE CANTON HOUSE, BALTIMORE, MD 21202CRD# 1580073Firm CRD# 105561

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carol Aurell Croft · BALTIMORE, MD
Registration
CRD #1580073 · CROFT LEOMINSTER INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carol Aurell Croft is a registered financial advisor based in BALTIMORE, Maryland, affiliated with CROFT LEOMINSTER INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CROFT LEOMINSTER INC
CROFT LEOMINSTER INC
AUM
$617M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CROFT LEOMINSTER INC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: WE ARE GENERAL PTR FOR 4 LPS W/PERFORMANCE & MAINTENANCE FEES.
Regulatory
SEC/IARD CRD# 1580073
Firm CRD# 105561
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carol Aurell Croft offer?
Carol Aurell Croft specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BALTIMORE, Maryland for a consultation.
What are Carol Aurell Croft's credentials?
Carol Aurell Croft is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carol Aurell Croft located?
Carol Aurell Croft is based in BALTIMORE, Maryland, working with CROFT LEOMINSTER INC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.
How does Carol Aurell Croft charge for services?
Carol Aurell Croft's firm is compensated through percentage of aum, other: we are general ptr for 4 lps w/performance & maintenance fees.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CROFT LEOMINSTER INC?
CROFT LEOMINSTER INC has approximately 9 employees and manages $617M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CROFT LEOMINSTER INC

George Russell Croft
BALTIMORE, MD
Christina Lee Walters
BALTIMORE, MD
Kent Gordon Croft
BALTIMORE, MD

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Research
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