Old North State Wealth Management LLC

Assets, Funds, Holdings

Home | Sign Up | Log In

Search
⚲

Portfolios
Track firms over time with portfolios. Click on the ✚ to add to a portfolio.

List of Funds

Asset Managers in Boston

PE Firms in Boston

Hedge Funds in Boston

CalPERS Portfolio

NYSCRF Portfolio

MD SRPS Portfolio

User Guide

Regulatory AUM vs AUM

Type	Result	AUM ($BB)

Old North State Wealth Management LLC ✚
CRD #	148659
SEC #	801-69690
CIK #
AUM	$224.5 MM (91% Disc, 100% US, 2020-03-05)
Employees	5 (100% Investors, 60% Brokers)
Phone	910-509-3800
Address	1430 Commonwealth Drive, Suite 200 Wilmington, NC 28403
Source	[IAPD] [Website]

Total AUM ($BB)

Comparable Firms	State	AUM ($BB)
Hilliard Lyons Capital Management Inc ✚	KY	0.2
Generations Wealth LLC ✚	OH	0.2
Emerald Asset Advisors LLC ✚	FL	0.2
Checks & Balances Inc ✚	GA	0.2
Quad-Cities Investment Group LLC ✚	IA	0.2
Pflug Koory LLC ✚	NE	0.2
Welch Investments LLC ✚	AL	0.2
Klosters Capital LLC ✚	FL	0.2
1717 Capital Management Company ✚	DE	0.2
Tmfs-Indianapolis LLC ✚	IN	0.2

{"search": "https://aum13f.com/search", "clicked": "https://aum13f.com/clicked", "portfolio_add": "https://aum13f.com/portfolio-add", "portfolio_remove": "https://aum13f.com/portfolio-remove", "portfolio_create": "https://aum13f.com/portfolio-create", "portfolio_activate": "https://aum13f.com/portfolio-activate", "portfolio_delete": "https://aum13f.com/portfolio-delete", "portfolio_rename": "https://aum13f.com/portfolio-rename", "portfolio_color": "https://aum13f.com/portfolio-color", "home_filter": "https://aum13f.com/filter"}

{"uid": 7067097, "pid": -1, "pid_color_d": {}, "name": "", "email": "", "paywall_f": false, "paywall_n": 0}