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Carolina Qualified Retirement Plan Advisers, LLC

● SEC registered since 2020CRD 171534SEC# 801-119139
Export (members)
Reg. AUM
$408.5M
Employees
1
Accounts
48
Location
—

Carolina Qualified Retirement Plan Advisers, LLC assets under management

Carolina Qualified Retirement Plan Advisers, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2020. It reports $408.5 million in regulatory assets under management and employs 1 people.
www.carolinacorporateplans.comView on SEC.gov ↗

Carolina Qualified Retirement Plan Advisers, LLC owners & executives

1 reported
NameTitleOwnershipSince
Eugene William Sanders ControlPrincipal And Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Carolina Qualified Retirement Plan Advisers, LLC manage?

Carolina Qualified Retirement Plan Advisers, LLC reports $408.5 million in regulatory assets under management on its Form ADV.

How many employees does Carolina Qualified Retirement Plan Advisers, LLC have?

Carolina Qualified Retirement Plan Advisers, LLC reports 1 employees.

Does Carolina Qualified Retirement Plan Advisers, LLC disclose fund performance?

Carolina Qualified Retirement Plan Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone843-209-9230
Office hoursBy Appointment
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$357.5M
Non-discretionary$51M
Total (RAUM)$408.5M