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Financial Advisor
North Carolina
Wilmington
OLD NORTH STATE WEALTH MANAGEMENT, LLC

OLD NORTH STATE WEALTH MANAGEMENT, LLC

Tel: 910-509-3800 1430 Commonwealth Drive, Suite 200 Wilmington, North Carolina 28403

About 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
Firm CRD#:

148659

Firm SEC#:

801-69690

Assets Under Management:

$335,199,925

No. of Clients:

970

No. of Advisors:

6

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 FEES)

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