CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC
Investment Advice|Active
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$408.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 357.5M |
| Non-Discretionary | 51.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 171534 |
| SEC Number | 801-119139 |
| Phone | 843-209-9230 |
| Total Employees | 1 |
Client Count by Type (48 Total)
| Category | Value |
|---|---|
| Pension/Profit Sharing Pl… | 41 |
| Individuals (other than H… | 7 |
County data not available for this organization.