INTERCAROLINA FINANCIAL SERVICES, INC.
SEC Form ADV profile.
Total regulatory AUM
$85,370,900
Discretionary
$10,880,900
Non-discretionary
$74,490,000
Firm details
- CRD number
- 19475
- SEC file number
- 801-121339
- Main office
- GREENSBORO, NC, United States
- Employees
- 29
- SEC status
- Approved
- Website
- HTTP://WWW.INTERCAROLINA.NET
- Fee structure
-
Percentage of AUM
As of October 2026.