Old North State Trust, LLC

EST. AUM
$384,507,909

CONTACTS
5

CLIENT ACCOUNTS
1,062

Firm Details

Metro area Raleigh
CRD Number 148659
Website oldnorthstatetrust.com
Client types

Overview

Old North State Trust brings distinction in objectivity and expertise to fee-based services with an intense focus on quality customer service. Trustworthiness is the cornerstone around which the company has been built. This is the one characteristic of its business philosophy that has been emphasized from the beginning, and about which one hears most often. In addition, honesty, integrity, and fairness characterize their service and dedication in meeting the financial goals of their clients.

Platform Details

Investment Preferences

Alternative Activity