Tech stack
No one at Intercarolina Financial Services, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $100M held · filed Mar 2024
A
Alerus
Per Form ADV · $76M held · filed Mar 2024
N
Newport Retirement Services
Per Form ADV · $10M held · filed Mar 2024
Folio
Per Form ADV · $6M held · filed Mar 2024
P
Penserv
Per Form ADV · $4M held · filed Mar 2024
M
Mpmg
Per Form ADV · $3M held · filed Mar 2024
J
John Hancock
Per Form ADV · $1M held · filed Mar 2024
F
First Trust
Per Form ADV · $1M held · filed Mar 2024
E
Employee Fiduciary
Per Form ADV · $55K held · filed Mar 2024