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Home > Retirement Planners > north carolina > greensboro > INTERCAROLINA FINANCIAL SERVICES, INC.
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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