THE CARROLL FINANCIAL GROUP, INC.

THE ALPINE FINANCIAL GROUP
CINCINNATI, Ohio·2 registered advisors·CRD# 119451
SEC# 801-63897513-861-1889
01

Firm Overview

AUM
$77M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE CARROLL FINANCIAL GROUP, INC.

2 registered advisors
Robert Patrick Carroll
CINCINNATI, Ohio
Thomas Patrick Carroll
CINCINNATI, Ohio
05

Office Locations

CINCINNATI, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. THE CARROLL FINANCIAL GROUP, INC. (CRD# 119451) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.