Overview
Assets Under Management: $712 million
Headquarters: GREENVILLE, NC
High-Net-Worth Clients: 134
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 134
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.96
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,404
Discretionary Accounts: 1,099
Non-Discretionary Accounts: 305
Regulatory Filings
CRD Number: 131393
Filing ID: 1963446
Last Filing Date: 2025-03-31 11:48:00
Website: https://mycarolinawealth.com