Masonboro Advisors

Masonboro Advisors (CRD# 145151) is a financial advisory firm headquartered in Wilmington, NC. They manage $84,760,785 in 343 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
5815 Oleander Drive, Suite 260, Wilmington, NC 28403
http://linkedin.com/company/masonboro-advisors
By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $247,116
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, GA, LA, NC, SC

Financial Advisors at Masonboro Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Allen Burton, financial advisor Wilmington NC
Allen R. Burton
CRD#: 4639107
5815 Oleander Drive, Suite 260, Wilmington, NC 28403

Allen Burton (CRD# 4639107) is an Investment Advisor Representative working at Masonboro Advisors in Wilmington, NC and has over 21 years of experience in the finance industry.

2
John Glasgow, financial advisor Wilmington NC
John M. Glasgow
CRD#: 4066459
5815 Oleander Drive, Suite 260, Wilmington, NC 28403

John Glasgow (CRD# 4066459) is an Investment Advisor Representative working at Masonboro Advisors in Wilmington, NC and has over 24 years of experience in the finance industry.

3
Bryce Edmister, financial advisor Wilmington NC
Bryce Edmister
CRD#: 7200853
5815 Oleander Drive, Suite 260, Wilmington, NC 28403

Bryce Edmister (CRD# 7200853) is an Investment Advisor Representative working at Masonboro Advisors in Wilmington, NC and has over 3 years of experience in the finance industry.

4
Janet Matheron, financial advisor Wilmington NC
Janet L. Matheron
CRD#: 7530487
5815 Oleander Drive, Suite 260, Wilmington, NC 28403

Janet Matheron (CRD# 7530487) is an Investment Advisor Representative working at Masonboro Advisors in Wilmington, NC and has 1 year of experience in the finance industry.

5
Cort Rogers, financial advisor Wilmington NC
Cort C. Rogers
CRD#: 7745825
5815 Oleander Drive, Suite 260, Wilmington, NC 28403

Cort Rogers (CRD# 7745825) is an Investment Advisor Representative working at Masonboro Advisors in Wilmington, NC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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