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 organized as a limited liability company and shows an SEC registration date of 2011. FINTRX classifies the firm as an investment bank and lists the ownership as individual. The platform records that the firm is not a capital allocator and does not identify North Inlet as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX does not provide details about the firm's advisory activities, client segments, fee structure, or specific investment focus.
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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