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Building 2INTERCAROLINA FINANCIAL SERVICES, INC.

Map pinGREENSBORO, NC
Phone336-288-6890
NotebookSEC #801-118411
Total AUM
$106.9M
Employees
12
Clients
204

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3300 BATTLEGROUND AVENUE
SUITE 400
GREENSBORO
NC 27410
United States
Operating Hours
9:00A.M.TO 5:00P.M.
Monday - Friday
Phone
336-288-6890
Other Offices
5

ReceiptFinancials

Total AUM
$106.9M
Accounts
199
Discretionary
$7.7M
Accounts
149
Non-Discretionary
$99.2M
Accounts
50

ContactClients

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Individual Clients
102
AUM
$17.7M
HNW Individual Clients
5
AUM
$8M
Pension/Profit Sharing Plan Clients
96
AUM
$76.5M
Corporation or Business Clients
1
AUM
$4.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
PORTFOLIO MANAGEMENT FOR PENSION, 401 (K), 403 (B) & MEP PLANS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLKYMAMNNCNDNVSCSDTXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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