CARROLL CONSULTANTS ADVISORS, LTD.
CRD #159836 SEC #801-74454 WAYNE, PA 610-225-1210
SEC Registered
Total AUM
$1.7B
Discretionary
$135.4M
Employees
3
Clients
26
Accounts
123
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2018 | $1.7B | $135.4M | $1.5B | 3 | 123 |
| Nov 2018 | $1.7B | $135.4M | $1.5B | 3 | 123 |
| Mar 2018 | $1.7B | $135.4M | $1.5B | 3 | 123 |
| Mar 2017 | $1.5B | $110.6M | $1.4B | 3 | 119 |
| Jan 2016 | $1.2B | $76.2M | $1.1B | 13 | 108 |
| Mar 2015 | $1B | $0 | $1B | 14 | 26 |
| Aug 2014 | $881.8M | $0 | $881.8M | 6 | 26 |
| Mar 2014 | $766.2M | $0 | $766.2M | 6 | 26 |
| Feb 2014 | $742.9M | $0 | $742.9M | 3 | 26 |
| Nov 2013 | $356.7M | $0 | $356.7M | 3 | 26 |
| Nov 2013 | $356.7M | $0 | $356.7M | 3 | 26 |
| Sep 2013 | $356.7M | $0 | $356.7M | 3 | 26 |
| Jun 2013 | $356.7M | $0 | $356.7M | 3 | 26 |
| Mar 2013 | $150M | $0 | $150M | 3 | 26 |
| Jul 2012 | $145M | $0 | $145M | -- | 0 |
| Feb 2012 | $0 | $0 | $0 | -- | 0 |
DateDec 2018
Total AUM$1.7B
Discretionary$135.4M
Non-Disc.$1.5B
Employees3
Clients123
DateNov 2018
Total AUM$1.7B
Discretionary$135.4M
Non-Disc.$1.5B
Employees3
Clients123
DateMar 2018
Total AUM$1.7B
Discretionary$135.4M
Non-Disc.$1.5B
Employees3
Clients123
DateMar 2017
Total AUM$1.5B
Discretionary$110.6M
Non-Disc.$1.4B
Employees3
Clients119
DateJan 2016
Total AUM$1.2B
Discretionary$76.2M
Non-Disc.$1.1B
Employees13
Clients108
DateMar 2015
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees14
Clients26
DateAug 2014
Total AUM$881.8M
Discretionary$0
Non-Disc.$881.8M
Employees6
Clients26
DateMar 2014
Total AUM$766.2M
Discretionary$0
Non-Disc.$766.2M
Employees6
Clients26
DateFeb 2014
Total AUM$742.9M
Discretionary$0
Non-Disc.$742.9M
Employees3
Clients26
DateNov 2013
Total AUM$356.7M
Discretionary$0
Non-Disc.$356.7M
Employees3
Clients26
DateNov 2013
Total AUM$356.7M
Discretionary$0
Non-Disc.$356.7M
Employees3
Clients26
DateSep 2013
Total AUM$356.7M
Discretionary$0
Non-Disc.$356.7M
Employees3
Clients26
DateJun 2013
Total AUM$356.7M
Discretionary$0
Non-Disc.$356.7M
Employees3
Clients26
DateMar 2013
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees3
Clients26
DateJul 2012
Total AUM$145M
Discretionary$0
Non-Disc.$145M
Employees--
Clients0
DateFeb 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0