CAROLINA WEALTH MANAGEMENT, INC. - Financial Advisor in North Carolina, Greenville

Tel: 252-439-1344 1706-A East Arlington Blvd. Greenville, North Carolina 27858

About CAROLINA WEALTH MANAGEMENT, INC.

CAROLINA WEALTH MANAGEMENT, INC. is a Greenville, North Carolina based financial advisory firm with nearly $623,822,112 in assets under management and provides investment advisory services for 1387 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:

131393

Firm SEC#:

801-63091

Assets Under Management:

$623,822,112

No. of Clients:

1387

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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