North Inlet Advisors, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 154297
- Registered since
- January 11, 2011
- Website
- www.northinletgroup.com
Firm profile
FINTRXOverview
North Inlet Advisors, LLC is a limited liability company that has been SEC-registered since 2011. The firm is individually owned and is classified in the dataset as an investment bank. The record indicates the firm is not a capital allocator, is not active on ESG investing, is not registered as a multi-state adviser, and is not identified as a pension consultant or related adviser. The dataset provides no detail on the firm’s advisory or business activities, client types, fee schedules, or investment process. That absence of disclosure in core operating areas prevents a clear read on the firm’s service offering, target clients, or portfolio construction approach.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
John Burlingame
Managing PartnerCRD 2634951

David Brant
FinOpCRD 2718478

James Begley
Vice PresidentCRD 7330391
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 2115 Rexford Rd
- Time zone
- ET (UTC-5)
- Office locations
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