National Retirement Planning Experts

National Coverage
Local Professionals

CAROLINA FINANCIAL ADVISORS, INC.

100 East Lake Dr.
Suite 100
Greensboro, North Carolina 27403
Tel: 336-333-0176

Need a Financial Advisor?
Compare Vetted Advisors

About CAROLINA FINANCIAL ADVISORS, INC.

CAROLINA FINANCIAL ADVISORS, INC, formally registered with the SEC as CAROLINA FINANCIAL ADVISORS, INC. The firm was established in 04/09/2021. They have over 1 offices throughout the country.

CAROLINA FINANCIAL ADVISORS, INC. is a Greensboro, North Carolina based Financial Planning firm with nearly $211,621,434 assets under management, offering retirement planning & investment advisory services to 1034 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#118823
SEC#801-120773
Assets Managed by Firm$211,621,434
No. of Clients1034
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Market timing services
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total1034$211,621,434
Individuals (other than high net worth individuals)582$110,690,126
High net worth individuals39$100,687,377
Corporations or other businesses1$243,931

More Retirement Planning firms in Greensboro, North Carolina:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CAPTRUST
4208 Six Forks Rd, Suite 1700
Raleigh, NC, 27609
$852,173,054,6171006031554
ALLSPRING GLOBAL INVESTMENTS, LLC
1415 Vantage Park Drive, 3rd Floor
Charlotte, NC, 28203
$429,024,440,16794161015
BARINGS LLC
300 S. Tryon Street, Suite 2500
Charlotte, NC, 28202
$307,726,562,224343985
ALLSPRING FUNDS MANAGEMENT, LLC
1415 Vantage Park Drive, 3rd Floor
Charlotte, NC, 28203
$300,798,686,5588078513
BRIGHTHOUSE INVESTMENT ADVISERS, LLC
11225 North Community House Rd
Charlotte, NC, 28277
$137,561,001,775668531

Explore More Retirement Advisors in Greensboro, North Carolina