|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Carolina Qualified Retirement Plan Advisers LLC
✚
|
|
|---|---|
| CRD # | 171534 |
| SEC # | 801-119139 |
| CIK # | |
| AUM | $408.5 M (2025-02-28) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 843-209-9230 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 8.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 41 | 399.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 48 | 408.5 |
| By Discretionary | ||
| Discretionary | 47 | 357.5 |
| Non-Discretionary | 1 | 51.0 |
| Total | 48 | 408.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 408.5 | |
| Total | 48 | 408.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Juncture Wealth Strategies LLC
✚
|
AZ | 0.4 |
|
Cross Staff Investments Inc
✚
|
NY | 0.4 |
|
Gold Investment Management Ltd
✚
|
0.4 | |
|
AG Asset Advisory LLC
✚
|
CA | 0.4 |
|
Zimmermann Investment Management & Planning LLC
✚
|
PA | 0.4 |
|
Brown Wealth Management LLC
✚
|
IL | 0.4 |
|
Parkwoods Wealth Partners LLC
✚
|
MO | 0.4 |
|
Soundview Advisors Inc
✚
|
WA | 0.4 |
|
Medallion Wealth Advisors LLC
✚
|
CT | 0.4 |
|
Kades & Cheifetz LLC
✚
|
PA | 0.4 |