Overview
Assets Under Management: $1.3 billion
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 246
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 246
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.53
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 1,873
Discretionary Accounts: 1,476
Non-Discretionary Accounts: 397
Regulatory Filings
CRD Number: 300003
Last Filing Date: 2025-03-05 00:00:00
Website: https://carolinasinvest.com