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 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

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

    David Brant

    FinOpCRD 2718478

  • John Burlingame

    Managing PartnerCRD 6865068

  • John Burlingame

    John Burlingame

    Managing PartnerCRD 2634951

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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