Overview
Assets Under Management: $1.4 billion
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 292
Average Client Assets: $4.0 million
Frequently Asked Questions
CAROLINAS INVESTMENT CONSULTING LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104379), CAROLINAS INVESTMENT CONSULTING LLC is subject to fiduciary duty under federal law.
CAROLINAS INVESTMENT CONSULTING LLC is headquartered in CHARLOTTE, NC.
CAROLINAS INVESTMENT CONSULTING LLC serves 292 high-net-worth clients according to their SEC filing dated July 06, 2018. View client details ↓
According to their SEC Form ADV, CAROLINAS INVESTMENT CONSULTING LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CAROLINAS INVESTMENT CONSULTING LLC manages $1.4 billion in client assets according to their SEC filing dated July 06, 2018.
According to their SEC Form ADV, CAROLINAS INVESTMENT CONSULTING LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 292
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.08%
Average Client Assets: $4.0 million
Total Client Accounts: 712
Discretionary Accounts: 228
Non-Discretionary Accounts: 484
Regulatory Filings
CRD Number: 104379
Filing ID: 1228096
Last Filing Date: 2018-07-06 12:55:00