INTERCAROLINA FINANCIAL SERVICES, INC.
CRD #19475 SEC #801-121339 GREENSBORO, NC 336-288-6890
SEC Registered Broker-Dealer
Total AUM
$130.8M
Discretionary
$10.5M
Employees
14
Clients
0
Accounts
381
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $130.8M | $10.5M | $120.2M | 14 | 381 |
| Mar 2025 | $130.8M | $10.5M | $120.2M | 14 | 381 |
| Mar 2024 | $129.7M | $105.8M | $23.8M | 14 | 364 |
| Jul 2023 | $100.4M | $8.4M | $92M | 13 | 236 |
| Apr 2023 | $100.4M | $8.4M | $92M | 13 | 236 |
| Mar 2023 | $100.4M | $8.4M | $92M | 13 | 236 |
| Feb 2023 | $112.3M | $10.5M | $101.8M | 13 | 236 |
| May 2022 | $112.3M | $10.5M | $101.8M | 13 | 236 |
| Apr 2022 | $112.3M | $10.5M | $101.8M | 13 | 236 |
| Apr 2022 | $112.3M | $10.5M | $101.8M | 13 | 236 |
| Mar 2022 | $112.3M | $10.5M | $101.8M | 13 | 236 |
| Dec 2021 | $105.4M | $8.8M | $96.6M | 11 | 196 |
| Nov 2021 | $105.4M | $8.8M | $96.6M | 11 | 196 |
| Oct 2021 | $105.4M | $8.8M | $96.6M | 11 | 196 |
| Jul 2021 | $105.4M | $8.8M | $96.6M | 11 | 196 |
| May 2021 | $105.4M | $8.8M | $96.6M | 11 | 196 |
| Apr 2021 | $105.4M | $8.8M | $96.6M | 11 | 196 |
| Oct 2020 | $106.9M | $7.7M | $99.2M | 12 | 199 |
| Oct 2020 | $106.9M | $7.7M | $99.2M | 12 | 199 |
| Oct 2020 | $106.9M | $7.7M | $99.2M | 12 | 199 |
| Aug 2020 | $106.9M | $7.7M | $99.2M | 12 | 199 |
| Jun 2020 | $106.9M | $7.7M | $99.2M | 12 | 199 |
| Mar 2020 | $106.9M | $7.7M | $99.2M | 12 | 199 |
DateMar 2025
Total AUM$130.8M
Discretionary$10.5M
Non-Disc.$120.2M
Employees14
Clients381
DateMar 2025
Total AUM$130.8M
Discretionary$10.5M
Non-Disc.$120.2M
Employees14
Clients381
DateMar 2024
Total AUM$129.7M
Discretionary$105.8M
Non-Disc.$23.8M
Employees14
Clients364
DateJul 2023
Total AUM$100.4M
Discretionary$8.4M
Non-Disc.$92M
Employees13
Clients236
DateApr 2023
Total AUM$100.4M
Discretionary$8.4M
Non-Disc.$92M
Employees13
Clients236
DateMar 2023
Total AUM$100.4M
Discretionary$8.4M
Non-Disc.$92M
Employees13
Clients236
DateFeb 2023
Total AUM$112.3M
Discretionary$10.5M
Non-Disc.$101.8M
Employees13
Clients236
DateMay 2022
Total AUM$112.3M
Discretionary$10.5M
Non-Disc.$101.8M
Employees13
Clients236
DateApr 2022
Total AUM$112.3M
Discretionary$10.5M
Non-Disc.$101.8M
Employees13
Clients236
DateApr 2022
Total AUM$112.3M
Discretionary$10.5M
Non-Disc.$101.8M
Employees13
Clients236
DateMar 2022
Total AUM$112.3M
Discretionary$10.5M
Non-Disc.$101.8M
Employees13
Clients236
DateDec 2021
Total AUM$105.4M
Discretionary$8.8M
Non-Disc.$96.6M
Employees11
Clients196
DateNov 2021
Total AUM$105.4M
Discretionary$8.8M
Non-Disc.$96.6M
Employees11
Clients196
DateOct 2021
Total AUM$105.4M
Discretionary$8.8M
Non-Disc.$96.6M
Employees11
Clients196
DateJul 2021
Total AUM$105.4M
Discretionary$8.8M
Non-Disc.$96.6M
Employees11
Clients196
DateMay 2021
Total AUM$105.4M
Discretionary$8.8M
Non-Disc.$96.6M
Employees11
Clients196
DateApr 2021
Total AUM$105.4M
Discretionary$8.8M
Non-Disc.$96.6M
Employees11
Clients196
DateOct 2020
Total AUM$106.9M
Discretionary$7.7M
Non-Disc.$99.2M
Employees12
Clients199
DateOct 2020
Total AUM$106.9M
Discretionary$7.7M
Non-Disc.$99.2M
Employees12
Clients199
DateOct 2020
Total AUM$106.9M
Discretionary$7.7M
Non-Disc.$99.2M
Employees12
Clients199
DateAug 2020
Total AUM$106.9M
Discretionary$7.7M
Non-Disc.$99.2M
Employees12
Clients199
DateJun 2020
Total AUM$106.9M
Discretionary$7.7M
Non-Disc.$99.2M
Employees12
Clients199
DateMar 2020
Total AUM$106.9M
Discretionary$7.7M
Non-Disc.$99.2M
Employees12
Clients199