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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5David Brant
FinOpCRD 2718478
JOHN BURLINGAME
Managing PartnerCRD 2634951
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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