Olde Towne Financial Management Company
Olde Towne Financial Management Company (CRD# 288706) is a financial advisory firm headquartered in Greensboro, NC. They manage $20,082,461 in 92 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Olde Towne Financial Management Company
By the Numbers
-
Total Assets Under Management20MILLION
-
Total Number of Accounts92ACCOUNTS
-
Average Account Value$218,288
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, PA, VA
Financial Advisors at Olde Towne Financial Management Company
1
Michael Brown (CRD# 2965633) is an Investment Advisor Representative working at Olde Towne Financial Management Company in Greensboro, NC and has over 26 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.