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 registered as a limited liability company and has been SEC-registered since 2011. The firm is listed as individually owned and is classified in the source data as an investment bank. The record notes that North Inlet Advisors does not act as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser or a pension consultant. There are no entries for related-adviser status, advisory activities, or stated business activities in the available dataset. The available disclosures are sparse, which limits what can be said about the firm’s client focus, service mix, or investment approach beyond the high-level classifications above.
Assets & Accounts
Location & Offices
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
David Brant
FinOpCRD 2718478
John Burlingame
Managing PartnerCRD 6865068

John Burlingame
Managing PartnerCRD 2634951
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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