INTERCAROLINA FINANCIAL SERVICES, INC.

3300 Battleground Avenue
Suite 202
Greensboro, North Carolina 27410
Tel: 336-288-6890

About INTERCAROLINA FINANCIAL SERVICES, INC.

INTERCAROLINA FINANCIAL SERVICES, INC, formally registered with the SEC as INTERCAROLINA FINANCIAL SERVICES, INC. The firm was established in 05/28/2021. They have over 10 offices throughout the country.

INTERCAROLINA FINANCIAL SERVICES, INC. is a Greensboro, North Carolina based Financial Planning firm with nearly $129,656,189 assets under management, offering retirement planning & investment advisory services to 364 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	19475
SEC#	801-121339
Assets Managed by Firm	$129,656,189
No. of Clients	364
No. of Advisors	14

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (PORTFOLIO MANAGEMENT FOR PENSION, 401 (K), 403 (B), MEP PLANS & PEP PLANS)

Firm Client Information

	No. of Clients	AUM
Firm Total	364	$129,656,189
Individuals (other than high net worth individuals)	228	$49,895,006
High net worth individuals	15	$14,878,990
Pension and profit sharing plans	121	$64,882,193

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