CAROLINAS WEALTH CONSULTING LLC
Tel: 704-643-2455 5605 Carnegie Blvd. Suite 400 Charlotte, North Carolina 28209
About CAROLINAS WEALTH CONSULTING LLC
CAROLINAS WEALTH CONSULTING LLC is a Charlotte, North Carolina based financial advisory firm with nearly $1,335,643,108 in assets under management and provides investment advisory services for 1873 clients. There are currently 18 financial advisors at the firm.
General Information
Firm CRD#:
300003
Firm SEC#:
801-60158
Assets Under Management:
$1,335,643,108
No. of Clients:
1873
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors
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