OLD NORTH STATE TRUST, LLC

GREENSBORO, North Carolina·1 registered advisor·CRD# 106155
SEC# 801-50303336-2729944
01

Firm Overview

AUM
$236M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OLD NORTH STATE TRUST, LLC

1 registered advisor
Susan Willett
GREENSBORO, North Carolina
05

Office Locations

GREENSBORO, North Carolina
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. OLD NORTH STATE TRUST, LLC (CRD# 106155) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.