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CAROLINA WEALTH MANAGEMENT, INC.
Tel: 252-439-1344
1706-A East Arlington Blvd. Greenville, North Carolina 27858
CAROLINA WEALTH MANAGEMENT, INC.
CAROLINA WEALTH MANAGEMENT, INC. is a Greenville, North Carolina based financial advisory firm with nearly $623,822,112 in assets under management and provides investment advisory services for 1387 clients. There are currently 9 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 , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
131393
SEC#:
801-63091
No. of Clients:
1387
Assets under Management
$623,822,112
No. of Advisors:
9
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