1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2INTERCAROLINA FINANCIAL SERVICES, INC.

Map pinGREENSBORO, NC
Phone336-288-6890
NotebookSEC #801-121339
Total AUM
$85.4M
Employees
29
Clients
271

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3300 BATTLEGROUND AVENUE
SUITE 202
GREENSBORO
NC 27410
United States
Operating Hours
9:00A.M.TO 5:00P.M.
Monday - Friday
Phone
336-288-6890
Other Offices
9

ReceiptFinancials

Total AUM
$85.4M
Accounts
271
Discretionary
$10.9M
Accounts
46
Non-Discretionary
$74.5M
Accounts
225

ContactClients

View more in analytics →

Individual Clients
258
AUM
$74.5M
HNW Individual Clients
13
AUM
$10.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CAFLGAILKYMAMNNCNDNVSCSDTXVAWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account