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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 5
  • John Burlingame

    John Burlingame

    Managing PartnerCRD 2634951

  • David Brant

    David Brant

    FinOpCRD 2718478

  • James Begley

    James Begley

    Vice PresidentCRD 7330391

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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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