CHARLES CARROLL FINANCIAL PARTNERS, LLC
CRD #147960 SEC #801-122036 NEEDHAM, MA 855-585-3600
SEC Registered
Total AUM
$99.2M
Discretionary
$99.2M
Employees
2
Clients
1
Accounts
111
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2023 | $99.2M | $99.2M | $28K | 2 | 0 |
| Mar 2023 | $99.2M | $99.2M | $28K | 2 | 0 |
| Aug 2022 | $125.3M | $125.2M | $107.8K | 2 | 0 |
| Aug 2022 | $125.3M | $125.2M | $107.8K | 1 | 0 |
| May 2022 | $125.3M | $125.2M | $107.8K | 1 | 0 |
| Mar 2022 | $125.3M | $125.2M | $107.8K | 1 | 0 |
| Dec 2021 | $107.8M | $105.5M | $2.3M | 1 | 0 |
| Sep 2021 | $107.8M | $105.5M | $2.3M | 1 | 0 |
| Jul 2021 | $107.8M | $105.5M | $2.3M | 1 | 0 |
| Jul 2021 | $107.8M | $105.5M | $2.3M | 1 | 0 |
DateMay 2023
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$28K
Employees2
Clients0
DateMar 2023
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$28K
Employees2
Clients0
DateAug 2022
Total AUM$125.3M
Discretionary$125.2M
Non-Disc.$107.8K
Employees2
Clients0
DateAug 2022
Total AUM$125.3M
Discretionary$125.2M
Non-Disc.$107.8K
Employees1
Clients0
DateMay 2022
Total AUM$125.3M
Discretionary$125.2M
Non-Disc.$107.8K
Employees1
Clients0
DateMar 2022
Total AUM$125.3M
Discretionary$125.2M
Non-Disc.$107.8K
Employees1
Clients0
DateDec 2021
Total AUM$107.8M
Discretionary$105.5M
Non-Disc.$2.3M
Employees1
Clients0
DateSep 2021
Total AUM$107.8M
Discretionary$105.5M
Non-Disc.$2.3M
Employees1
Clients0
DateJul 2021
Total AUM$107.8M
Discretionary$105.5M
Non-Disc.$2.3M
Employees1
Clients0
DateJul 2021
Total AUM$107.8M
Discretionary$105.5M
Non-Disc.$2.3M
Employees1
Clients0