Carolinas Investment Consulting LLC
- Assets, Funds, Holdings
| Carolinas Investment Consulting LLC
|
| CRD # | 104379 |
| SEC # | 801-60158 |
| CIK # | |
| AUM |
|
| Employees |
25 (72% Investors, 68% Brokers)
|
| Phone | 704-643-2455 |
| Address | 5605 Carnegie Boulevard
Charlotte, NC 28209 |
| Source |
[IAPD]
[Website] [LinkedIn]
|
|
Total AUM ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
435
|
88.7 |
| (b) Individuals (high net worth individuals) |
278
|
1,220.2 |
| (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 |
10 |
34.5 |
| (h) Charitable organizations |
0 |
43.9 |
| (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 |
7 |
101.9 |
| (n) Other |
0 |
0.0 |
| Total |
693 |
1,489.2 |
| By Discretionary |
| Discretionary |
183 |
381.9 |
| Non-Discretionary |
510 |
1,107.3 |
| Total |
693 |
1,489.2 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
1,489.2 |
| Total |
693 |
1,489.2 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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