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OLDE TOWNE FINANCIAL MANAGEMENT CO.
CRD 288706
7 CORPORATE CENTER COURT, SUITE B, GREENSBORO, NC, 27408, United States
Phone
336-346-3097
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$22.9M
Discretionary AUM
$22.9M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $5.9M |
| High net worth individuals | 12 | $17.0M |
Official SEC filing: View on IAPD