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Building 2CAROLINA FINANCIAL ADVISORS, INC.

Map pinGREENSBORO, NC
Phone336-333-0176
NotebookSEC #801-120773
Total AUM
$240.9M
Employees
7
Clients
474

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 EAST LAKE DR.
SUITE 100
GREENSBORO
NC 27403
United States
Operating Hours
9 AM TO 5 PM EST
Monday - Friday
Phone
336-333-0176

ReceiptFinancials

Total AUM
$240.9M
Accounts
1,226
Discretionary
$223.5M
Accounts
1,218
Non-Discretionary
$17.4M
Accounts
8

ContactClients

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Individual Clients
427
AUM
$121.6M
HNW Individual Clients
46
AUM
$119M
Corporation or Business Clients
1
AUM
$260.9K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLNCSCTXVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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