O
CRD: 288706
Olde Towne Financial Management Co.
Greensboro, NC, 27408
3363463097
$22.9M Total AUM
$22.9M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
9 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-28-2017
- Office Locations
- 1
Office Locations
7 Corporate Center Court, Suite B Greensboro NC
About Olde Towne Financial Management Co.
Olde Towne Financial Management Co. is a Greensboro-based RIA. The firm has been operating for 9 years. Managing $22.9M in total assets under management, with 1 advisory representatives. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
49 AVG AGE
$22.9M AVG AUM / ADVISOR
$618.3K AVG AUM / CLIENT
9.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Foundation
CRM
Vital insight
Investment Themes
Focus Insight pathway
Investment Vehicles
Insight delta
Platform
Eagle timber
Services
Zenith eagle Focus Insight vertex Delta Foundation vector
Owner & Executives
MICHAEL TODD BROWN
Broker, Chief Compliance Officer, Owner, President
- CRD
- #2965633
- Ownership
- 75% or more
(982) 645-6070
quantum.prime@legacycapital.com
in linkedin.com/in/radial-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,878,228 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,878,228 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,878,228
Equity - Exchange:
28.4% Public Funds:
56.3% Cash:
15.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,209,986,622 | 28.4% |
| Public Funds | $2,398,670,663 | 56.3% |
| Cash | $651,858,990 | 15.3% |
| Total | $4,260,516,275 | 100.0% |