CAROLINA WEALTH MANAGEMENT, INC.
Greenville, NC
AUM
$798.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
252-439-1344
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NC, GREENVILLE
3 advisers found
Greenville, NC
AUM
$798.5M
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
252-439-1344
Greenville, NC
AUM
$401.4M
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(252) 756-4010
Greenville, NC
AUM
$222.8M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
252-262-7301