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Michael Todd Spohn

OLD NORTH STATE TRUST, LLC·GREENSBORO, North Carolina
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125 SOUTH ELM STREET, GREENSBORO, NC 27401CRD# 4782628Firm CRD# 106155
01

About

Michael Todd Spohn is a registered financial advisor based in GREENSBORO, North Carolina, affiliated with OLD NORTH STATE TRUST, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OLD NORTH STATE TRUST, LLC
OLD NORTH STATE TRUST, LLC
AUM
$236M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at OLD NORTH STATE TRUST, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4782628
Firm CRD# 106155
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Todd Spohn offer?
Michael Todd Spohn specializes in Financial Planning, Investment Management. Contact their office in GREENSBORO, North Carolina for a consultation.
What are Michael Todd Spohn's credentials?
Michael Todd Spohn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Todd Spohn located?
Michael Todd Spohn is based in GREENSBORO, North Carolina, working with OLD NORTH STATE TRUST, LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.
How does Michael Todd Spohn charge for services?
Michael Todd Spohn's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OLD NORTH STATE TRUST, LLC?
OLD NORTH STATE TRUST, LLC has approximately 16 employees and manages $236M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GREENSBORO
George Mackay Salley — SMITH, SALLEY & ASSOCIATES, LLCAndrew Douglas Davis — SMITH, SALLEY & ASSOCIATES, LLCEdmund Scott Batchelor — SMITH, SALLEY & ASSOCIATES, LLCJames Sullivan Agnew — SMITH, SALLEY & ASSOCIATES, LLCGeorge Gregory Smith — SMITH, SALLEY & ASSOCIATES, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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