Old North State Trust LLC


Assets, Funds, Holdings

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Old North State Trust LLC
CRD #106155
SEC #801-50303
AUM $236.0 MM (100% Disc, 100% US)
Employees16 (12% Investors, 0% Brokers)
Address125 South Elm Street
Greensboro, NC 27401
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
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IN 0.2
Castle Asset Management LLC
NY 0.2
Halderman Real Asset Management LLC
IN 0.2
Brendel & Fisher Wealth Management LLC
NH 0.2
Resource Partners LLC
NC 0.2
Horizon Advisors LLC
TX 0.2
Spence Asset Management
NM 0.2
Conservative Wealth Management LLC
CA 0.2
Silver Oak Advisory Group Inc
OR 0.2
BURR Oak Group Inc
MN 0.2
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