Olde Towne Financial Management Co
Firm details
- Headquarters
- Greensboro, North Carolina
- CRD number
- 288706
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.22%
- Individuals25.78%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Olde Towne Financial Management Co. is an independent, privately owned registered investment adviser that focuses on individuals and families. The firm charges fees based on a percentage of assets under management and provides financial planning alongside portfolio management for individual clients and small businesses. According to its disclosures, Olde Towne is not a multi-state adviser or a dedicated capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents12%
Contacts
1 of 1Michael Brown
OwnerCRD 2965633
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greensboro, NC
Guilford
Location
Greensboro, NC
Headquartered in Greensboro, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- Guilford
- Address
- 7 Corporate Center Ct
- Time zone
- ET (UTC-5)
- Office locations
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