Old North State Wealth Management LLC


Assets, Funds, Holdings

Home | Sign Up | Log In
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
LP Portfolios
Related Firms
Build a Portfolio
Old North State Wealth Management LLC
CRD #148659
SEC #801-69690
AUM $224.5 MM (91% Disc, 100% US, 2020-03-05)
Employees5 (100% Investors, 60% Brokers)
Address1430 Commonwealth Drive, Suite 200
Wilmington, NC 28403
Source [IAPD] [Website]
Total AUM ($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
Terms of Service | Privacy Policy | User Guide