Carolinas Investment Consulting
We have found information with phone and email addresses about the company Carolinas Investment Consulting. The company works in the Investment Management industry. This business is connected with these specialties: Investment Consulting, Holistic Wealth Management, Asset Allocation, Financial Planning, and Custom Portfolio Design. Phone numbers, email addresses and other contact information for the company can be found on our website.
Company Details
Last Update
Jul 14, 2022
Industry
Investment Management
Specialties
Investment Consulting
Holistic Wealth Management
Asset Allocation
Financial Planning
Founded
2001
Number of Employee
11-50 employees
NAICS
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Decision Makers
Financial Services
Investment Management
Employees
Partner And Co-Founder
Assistant Vice President Financial Solutions Advisor
Chief Financial Officer
Research
Lead Advisor And Co-Founder
Marketing Specialist
Relationship Manager
Telecommunications
Senior Financial Analyst
Portfolio Analyst
FAQs about Carolinas Investment Consulting
What is the main industry where Carolinas Investment Consulting operates?
The main industry of the company Carolinas Investment Consulting is Investment Management.
What is the specialization of Carolinas Investment Consulting?
The specialties connected with Carolinas Investment Consulting are Investment Consulting, Holistic Wealth Management, Asset Allocation, Financial Planning, and Custom Portfolio Design