Investment adviser · CRD 106155

OLD NORTH STATE TRUST, LLC

Investment adviser filing (IA)

GREENSBORO, NC, United States · Form ADV filed Mar 31, 2017

Regulatory AUM
$236M
Form ADV · Item 5.F
Client accounts
370
Accounts, not individual clients
Employees
16
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

125 SOUTH ELM STREET, SUITE 100
GREENSBORO, NC, 27401, United States

CRD 106155

Filing source

Form ADV 1100090 · Mar 31, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.