NORTH INLET ADVISORS, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
154297
Registered since
January 11, 2011

Firm profile

FINTRX

Overview

North Inlet Advisors, LLC is an SEC-registered limited liability company formed in 2011 and classified in FINTRX as an investment bank. The firm is owned by an individual and is not identified as a capital allocator. Available records do not include a description of its advisory mandate, client segments, fee schedules, or specific business activities. FINTRX flags the firm as not active on ESG investing and notes it is not a multi-state adviser, not newly formed, not a pension consultant, and not marked as a related adviser to another entity. Publicly available information about the firm’s investment approach, sector or geographic preferences, and manager allocation priorities is minimal.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • David Brant

    FinOpCRD 2718478

  • JOHN BURLINGAME

    Managing PartnerCRD 2634951

  • James Begley

    Vice PresidentCRD 7330391

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth