Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > georgia > atlanta > TRUIST ADVISORY SERVICES, INC.
TRUIST ADVISORY SERVICES, INC.
303 Peachtree Center Avenue,
Truist Garden Offices Suite 140
Atlanta, Georgia 30303
Tel: 404-813-7713
About TRUIST ADVISORY SERVICES, INC.
TRUIST ADVISORY SERVICES, INC, formally registered with the SEC as TRUIST ADVISORY SERVICES, INC. The firm was established in 05/18/2016. They have over 3374 offices throughout the country.
TRUIST ADVISORY SERVICES, INC. is a Atlanta, Georgia based Financial Planning firm with nearly $53,169,938,577 assets under management, offering retirement planning & investment advisory services to 125600 clients. The firm is staffed with 2842 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 283390 |
| SEC# | 801-107729 |
| Assets Managed by Firm | $53,169,938,577 |
| No. of Clients | 125600 |
| No. of Advisors | 2842 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 125600 | $53,169,938,577 |
| Individuals (other than high net worth individuals) | 106488 | $22,981,314,356 |
| High net worth individuals | 14426 | $26,127,406,234 |
| Pension and profit sharing plans | 71 | $14,739,956 |
| Charitable organizations | 85 | $57,207,808 |
| Corporations or other businesses | 1722 | $2,837,709,736 |
More Retirement Planning firms in Atlanta, Georgia:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $738,307,405,774 | 32911 | 3060 | |
| $36,456,698,506 | 10 | 880 | |
| $31,849,152,281 | 25685 | 37 | |
| $30,525,816,142 | 16 | 106 | |
| $29,382,478,158 | 6459 | 43 |
Explore More Retirement Advisors in Atlanta, Georgia