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Building 2OLD NORTH STATE TRUST, LLC

Map pinGREENSBORO, NC
Phone336-2729944
NotebookSEC #801-50303
Total AUM
$236M
Employees
16
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 SOUTH ELM STREET
SUITE 100
GREENSBORO
NC 27401
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
336-2729944

ReceiptFinancials

Total AUM
$236M
Accounts
370
Discretionary
$236M
Accounts
370
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCVA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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