CAROLINA FINANCIAL ADVISORS, INC.

100 East Lake Dr.
Suite 100
Greensboro, North Carolina 27403
Tel: 336-333-0176

About CAROLINA FINANCIAL ADVISORS, INC.

CAROLINA FINANCIAL ADVISORS, INC, formally registered with the SEC as CAROLINA FINANCIAL ADVISORS, INC. The firm was established in 04/09/2021. They have over 1 offices throughout the country.

CAROLINA FINANCIAL ADVISORS, INC. is a Greensboro, North Carolina based Financial Planning firm with nearly $211,621,434 assets under management, offering retirement planning & investment advisory services to 1034 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118823
SEC#	801-120773
Assets Managed by Firm	$211,621,434
No. of Clients	1034
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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
Market timing services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1034	$211,621,434
Individuals (other than high net worth individuals)	582	$110,690,126
High net worth individuals	39	$100,687,377
Corporations or other businesses	1	$243,931

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