Carolina Financial Advisors, Inc., NC — Investment Adviser | BuildTrust

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CAROLINA FINANCIAL ADVISORS, INC.

Investment AdviceGREENSBORO, NC

Assets Under Management

$211.6M

Total AUM

Donut chart: Discretionary 195.3M, Non-Discretionary 16.3M
Category	Value
Discretionary	195.3M
Non-Discretionary	16.3M

Adviser Information

Field	Value
CRD Number	118823
SEC Number	801-120773
Street Address	100 EAST LAKE DR.
Street Address 2	SUITE 100
Location	GREENSBORO, NC 27403
Country	United States
Phone	336-333-0176
Fax	336-355-9027
Total Employees	7
Business Types	insurance_broker, accountant

Client Count by Type (622 Total)

Horizontal bar chart: Individuals (other than H… 582, High Net Worth Individual… 39, Corporations/Businesses 1
Category	Value
Individuals (other than H…	582
High Net Worth Individual…	39
Corporations/Businesses	1