100 East Lake Dr.
Suite 100
Greensboro, North Carolina 27403
Tel: 336-333-0176
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 118823 |
SEC# | 801-120773 |
Assets Managed by Firm | $211,621,434 |
No. of Clients | 1034 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1034 | $211,621,434 |
Individuals (other than high net worth individuals) | 582 | $110,690,126 |
High net worth individuals | 39 | $100,687,377 |
Corporations or other businesses | 1 | $243,931 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$852,173,054,617 | 100603 | 1554 | |
$429,024,440,167 | 9416 | 1015 | |
$307,726,562,224 | 343 | 985 | |
$300,798,686,558 | 8078 | 513 | |
$137,561,001,775 | 6685 | 31 |
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