Overview
Assets Under Management: $335 million
Headquarters: WILMINGTON, NC
High-Net-Worth Clients: 103
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 103
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.08
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 970
Discretionary Accounts: 917
Non-Discretionary Accounts: 53
Regulatory Filings
CRD Number: 148659
Last Filing Date: 2024-03-22 00:00:00
Website: https://oldnorthstatewealth.com