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CAROLINA FINANCIAL ADVISORS, INC.
Tel: 336-333-0176
100 East Lake Dr. Suite 100
Greensboro, North Carolina 27403
CAROLINA FINANCIAL ADVISORS, INC.
CAROLINA FINANCIAL ADVISORS, INC. is a Greensboro, North Carolina based financial advisory firm with nearly $211,621,434 in assets under management and provides investment advisory services for 1034 clients. There are currently 7 financial advisors at the firm.
General Information
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
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
118823
SEC#:
801-120773
No. of Clients:
1034
Assets under Management
$211,621,434
No. of Advisors:
7
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