Unclaimed Profile

Carol M. Minton

APPLIED PORTFOLIO MANAGEMENT·SPARTA, New Jersey

Clean recordAPPLIED PORTFOLIO MANAGEMENT

ONE A MAIN STREET SUITE ONE, SPARTA, NJ 07871CRD# 4337868Firm CRD# 104816

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carol M. Minton · SPARTA, NJ

Registration

CRD #4337868 · APPLIED PORTFOLIO MANAGEMENT

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carol M. Minton is a registered financial advisor based in SPARTA, New Jersey, affiliated with APPLIED PORTFOLIO MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Fee-Only Advisory

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

APPLIED PORTFOLIO MANAGEMENT

MINTON INVESTMENT MANAGEMENT

AUM

$230M

Regulatory assets under management

Employees

Total firm employees

View all advisors at APPLIED PORTFOLIO MANAGEMENT →

Services

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4337868

Firm CRD# 104816

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carol M. Minton offer?

Carol M. Minton specializes in Wealth Management, Fee-Only Advisory. Contact their office in SPARTA, New Jersey for a consultation.

What are Carol M. Minton's credentials?

Carol M. Minton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carol M. Minton located?

Carol M. Minton is based in SPARTA, New Jersey, working with APPLIED PORTFOLIO MANAGEMENT. Their office serves clients in the SPARTA metropolitan area and surrounding communities.

How does Carol M. Minton charge for services?

Carol M. Minton'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 APPLIED PORTFOLIO MANAGEMENT?

APPLIED PORTFOLIO MANAGEMENT has approximately 3 employees and manages $230M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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