Be advised. This firm is no longer registered.

Old North Advisors, LLC

Old North Advisors, LLC (CRD# 132848) is a financial advisory firm headquartered in Boston, MA. They manage $227,857,330 in 321 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    228
    MILLION
  • Total Number of Accounts
    321
    ACCOUNTS
  • Average Account Value
    $709,836
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NH, NY, VT

Financial Advisors at Old North Advisors, LLC
No Advisor Found.
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