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CAROLINA FINANCIAL SERVICES GROUP, INC.

CRD 149664

Visit website

905-B CONFERENCE DRIVE, GREENVILLE, NC, 27858, United States

Phone

252-215-9095

Fax

252-215-9096

Registration

— (—)

Source

State registered

Total AUM

$40.0M

Discretionary AUM

$32.0M

Team

4 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; THIRD PARTY ADVISORY FEES

Org form

Corporation

Filing date

2026-03-12

Disciplinary history

No

Services

Portfolio management (individuals)Selection of other advisersRETIREMENT PLANNING

Client types

TypeClientsAUM
Individuals100$40.0M

All web addresses on file

Official SEC filing: View on IAPD