Investment adviser · CRD 139592
CAROLOPOLIS FIDUCIARY COUNSEL, INC.
Investment adviser filing (IA)
CHARLESTON, SC, United States · Form ADV filed Jun 6, 2012
- Regulatory AUM
- $6.64M Form ADV · Item 5.F
- Client accounts
- 53 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 6, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
49 ARCHDALE STREET, SUITE 2ECHARLESTON, SC, 29401, United States
CRD 139592
Filing source
Form ADV 621480 · Jun 6, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.