Overview
Assets Under Management: $278 million
Headquarters: MYRTLE BEACH, SC
High-Net-Worth Clients: 117
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 117
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,382
Discretionary Accounts: 1,332
Non-Discretionary Accounts: 50
Regulatory Filings
CRD Number: 288837
Last Filing Date: 2024-03-26 00:00:00
Website: https://carolinawa.com