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

Building 2CAROLINA STRATEGY, LLC

Map pin
Phone980-269-9899
NotebookSEC #801-132032
Total AUM
$119.1M
Employees
1
Clients
64

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
980-269-9899

ReceiptFinancials

Total AUM
$119.1M
Accounts
182
Discretionary
$119.1M
Accounts
182
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
21
AUM
$6M
HNW Individual Clients
42
AUM
$113.1M
Charitable Organization Clients
1
AUM
$57.4K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account