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
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
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