THE CARROLL FINANCIAL GROUP, INC.
Legal name: THE ALPINE FINANCIAL GROUP
CRD #119451 SEC #801-63897 CINCINNATI, OH 513-861-1889
SEC Registered
Total AUM
$77.5M
Discretionary
$57M
Employees
1
Clients
101
Accounts
369
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $77.5M | $57M | $20.5M | 1 | 200 |
| Apr 2012 | $77.5M | $57M | $20.5M | 1 | 200 |
| Mar 2012 | $77.5M | $57M | $20.5M | 1 | 200 |
| Mar 2011 | $80.2M | $60.9M | $19.2M | 5 | -- |
| Mar 2010 | $64M | $58M | $6M | 5 | -- |
| Mar 2009 | $50.5M | $40.4M | $10.1M | 5 | -- |
| Feb 2007 | $63.2M | $46.6M | $16.6M | 5 | -- |
| Feb 2006 | $53.5M | $40.4M | $13.1M | 5 | -- |
| Jan 2005 | $47.9M | $37.5M | $10.4M | 5 | -- |
DateMay 2012
Total AUM$77.5M
Discretionary$57M
Non-Disc.$20.5M
Employees1
Clients200
DateApr 2012
Total AUM$77.5M
Discretionary$57M
Non-Disc.$20.5M
Employees1
Clients200
DateMar 2012
Total AUM$77.5M
Discretionary$57M
Non-Disc.$20.5M
Employees1
Clients200
DateMar 2011
Total AUM$80.2M
Discretionary$60.9M
Non-Disc.$19.2M
Employees5
Clients--
DateMar 2010
Total AUM$64M
Discretionary$58M
Non-Disc.$6M
Employees5
Clients--
DateMar 2009
Total AUM$50.5M
Discretionary$40.4M
Non-Disc.$10.1M
Employees5
Clients--
DateFeb 2007
Total AUM$63.2M
Discretionary$46.6M
Non-Disc.$16.6M
Employees5
Clients--
DateFeb 2006
Total AUM$53.5M
Discretionary$40.4M
Non-Disc.$13.1M
Employees5
Clients--
DateJan 2005
Total AUM$47.9M
Discretionary$37.5M
Non-Disc.$10.4M
Employees5
Clients--