Carolinas Investment Consulting

Investment Management • Charlotte, North Carolina, United States • 11-20 Employees

Company overview

Headquarters	Charlotte, North Carolina, United States
Website	carolinasinvest.com
NAICS	5231
Keywords	Asset Allocation, Retirement Planning, Investment Manager Research And Due Diligence, Financial Planning, Investment Consulting, Personalized Service, Risk Management Analysis, Custom Portfolio Design, Holistic Wealth Management, Investment Policy Design
Founded	2001
Employees	11-20

Key Contact at Carolinas Investment Consulting

George Edmiston

President And Founder

Carolinas Investment Consulting Email Formats

Carolinas Investment Consulting uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@carolinasinvest.com), used 62.5% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@carolinasinvest.com	62.5%
{first name}{last name}	johndoe@carolinasinvest.com	37.5%

About Carolinas Investment Consulting

Carolinas Investment Consulting “CIC” is an employee-owned investment consulting boutique with over $1.5 billion of client assets under advisement. Independent of any big brokerage firm, bank, or insurance company, CIC offers unbiased, client-driven investment advisory solutions integrated with comprehensive wealth management services. CIC upholds an uncompromising commitment to the interests of the individuals, families, corporations, endowments, and foundations we serve. We build client loyalty through trust, integrity and unsurpassed service. Our mission is to help our clients accomplish their financial goals through thoughtful advice and insight, one portfolio at a time. With clarity and transparency, we specialize in seeking higher risk-adjusted performance for our clients and helping them eliminate the uncertainty of what to do next. As clients navigate a range of financial challenges and opportunities, they can benefit from our integrated offerings from investment consulting to financial planning to functioning as a family office. Address: 5605 Carnegie Blvd Suite 400 Charlotte, NC 28209 Contact: Phone- 704-643-2455 Toll Free- 800-255-2904 Fax – 704-643-2470

Carolinas Investment Consulting revenue & valuation

Annual revenue	$1,283,325
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$4,200,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Founder/Owner

Manager

Employees by Department

Carolinas Investment Consulting has 6 employees across 4 departments.

Departments

Number of employees

Funding Data

Carolinas Investment Consulting has never raised funding before.

Carolinas Investment Consulting Tech Stack

Discover the technologies and tools that power Carolinas Investment Consulting's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

WP Rocket

Caching

lit-element

JavaScript libraries

jQuery UI

JavaScript libraries

Google Maps

Maps

lit-html

JavaScript libraries

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

BeTheme

WordPress themes

jQuery

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PHP

Programming languages

Frequently asked questions

Carolinas Investment Consulting is located in Charlotte, North Carolina, US.

Carolinas Investment Consulting was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.

Carolinas Investment Consulting has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Carolinas Investment Consulting

George Edmiston

President And Founder

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