← Back to searchVisit website
INTERCAROLINA FINANCIAL SERVICES, INC.
CRD 19475 · SEC 801-121339
3300 BATTLEGROUND AVENUE, SUITE 202, GREENSBORO, NC, 27410, United States
Phone
336-288-6890
Fax
336-545-1971
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$85.4M
Discretionary AUM
$10.9M
Team
29 total employees; 9 advisory reps; 271 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-30
Disciplinary history
Yes
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 258 | $74.5M |
| High net worth individuals | 13 | $10.9M |
States served
CA, GA, IL, KY, MA, MN, NV, NC, ND, SC, VA, WA, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD