North Inlet Advisors, LLC

Broker-DealerFINRA Member
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 organized as a limited liability company and is owned by an individual. The firm classifies itself as an investment bank, but publicly available records provide almost no detail about its advisory services, client segments, fee schedules or typical mandates. Available data indicate the firm does not position itself as a capital allocator, is not focused on ESG investing, and does not identify as a multi-state adviser, pension consultant, or related adviser. It is also not marked as a newly formed adviser. Beyond those registry-style attributes, there is little disclosed about its investment approach, target client types, or product lineup.

Investment profile

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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

    Senior DirectorCRD 2718478

  • James Begley

    James Begley

    Vice PresidentCRD 7330391

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth