DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > north carolina > wilmington
OLD NORTH STATE WEALTH MANAGEMENT, LLC
Tel: 910-509-3800
1430 Commonwealth Drive, Suite 200 Wilmington, North Carolina 28403
OLD NORTH STATE WEALTH MANAGEMENT, LLC
OLD NORTH STATE WEALTH MANAGEMENT, LLC is a Wilmington, North Carolina based financial advisory firm with nearly $335,199,925 in assets under management and provides investment advisory services for 970 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (THIRD PARTY ADVISER FEE
Firm CRD#:
148659
SEC#:
801-69690
No. of Clients:
970
Assets under Management
$335,199,925
No. of Advisors:
6
More Financial Advisory Firms in Wilmington, North Carolina
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| CAPTRUST | 175112 | 1554 |
| ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | 1015 |
| BARINGS LLC | 106006 | 985 |
| ALLSPRING FUNDS MANAGEMENT, LLC | 110841 | 513 |
| BRIGHTHOUSE INVESTMENT ADVISERS, LLC | 107312 | 31 |
| STERLING CAPITAL MANAGEMENT LLC | 135405 | 181 |
More Firms in Wilmington, North Carolina >>