Old North State Trust, LLC
Old North State Trust, LLC (CRD# 106155) is a financial advisory firm headquartered in Greensboro, NC. They manage $201,715,000 in 257 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management202MILLION
-
Total Number of Accounts257ACCOUNTS
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Average Account Value$784,883
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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, VA
Financial Advisors at Old North State Trust, LLC
No Advisor Found.
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