OLDE TOWNE FINANCIAL MANAGEMENT CO.

OLDE TOWNE FINANCIAL MANAGEMENT CO. of GREENSBORO, NC is an SEC-registered investment adviser (CRD 288706). Regulatory assets under management: $22.9M.

Registration

• CRD: 288706
• Type: Registered investment adviser
• Location: 7 CORPORATE CENTER COURT, SUITE B, GREENSBORO, NC, 27408
• Phone: 336-346-3097
• Latest filing: 2026-03-30
• Regulatory AUM: $22.9M
• Discretionary AUM: $22.9M
• Clients: 1
• Accounts: 91

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288706 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search