RIA Intelligence

CARROLL FRANK & PLOTKIN LLC

CRD #112280 SEC #801-64766 BALTIMORE, MD 410-323-3600
SEC Registered
Total AUM
$12M
Discretionary
$12M
Employees
5
Clients
26
Accounts
30

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 9, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CARROLL, THOMAS, FRANCISIPARTNERD Control
CARROLL, THOMAS, FRANCISIPARTNER/CHIEF COMPLIANCE OFFICERD Control
CARROLL, THOMAS, FRANCISIPARTNERD Control
FRANK, FREDERICK, LAWSONIPARTNERD Control
FRANK, FREDERICK, LAWSONIPARTNERD Control
FRANK, FREDERICK, LAWSONIPARTNERD Control
CARROLL, THOMAS, FRANCISIPARTNERC Control
FRANK, FREDERICK, LAWSONIPARTNERC Control

Registrations

Federal

IA
Sep 9, 2005 REGISTERED

Address

THE VILLAGE OF CROSS KEYS
1 VILLAGE SQUARE, STE 155
BALTIMORE, MD 21210
USA
Phone: 410-323-3600