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Carroll Financial Associates, Inc. Info

Carroll Financial Associates, Inc. info

Carroll Financial Associates, Inc. (SEC CIK 1567784) first filed with the SEC on 2013-02-01 (Form 13F-HR) and has filed 38 times since, including 37 Form 13F-HR quarterly holdings reports. It is organized in NC and registered at 4521 SHARON ROAD, SUITE 400, CHARLOTTE, NC, 28211.

  • Name: Value Carroll Financial Associates, Inc..
  • SEC CIK: Value 1567784.
  • State of organization: Value NC.
  • Business address: Value 4521 SHARON ROAD, SUITE 400, CHARLOTTE, NC, 28211.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameCarroll Financial Associates, Inc.
SEC CIK1567784
State of organizationNC
Business address4521 SHARON ROAD, SUITE 400, CHARLOTTE, NC, 28211
Mailing address4521 SHARON ROAD, SUITE 400, CHARLOTTE, NC, 28211
Phone704-553-8006
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2013-02-01 (Form 13F-HR)
Latest SEC filing2022-01-06 (Form 13F-HR)
Filings on EDGAR38
First Form 13F-HR2013-02-01 (quarter ended 2012-12-31)
Latest Form 13F-HR2022-01-06 (quarter ended 2021-12-31)
Form 13F-HR filings37

Filings by Form

FormFilingsLatest
13F-HR372022-01-06
13F-HR/A12013-08-13

Filings by Year

YearFilingsForm 13F-HR
202211
202144
202044
201944
201844
201744
201644
201544
201444
201354

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