124 Verdae Blvd.
Suite 504
Greenville, South Carolina 29607
Tel: 864-288-2849
FINTRUST CAPITAL ADVISORS, LLC, formally registered with the SEC as FINTRUST CAPITAL ADVISORS, LLC. The firm was established in 11/15/2007. They have over 4 offices throughout the country.
FINTRUST CAPITAL ADVISORS, LLC is a Greenville, South Carolina based Financial Planning firm with nearly $1,724,645,328 assets under management, offering retirement planning & investment advisory services to 2083 clients. The firm is staffed with 44 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 145460 |
SEC# | 801-68568 |
Assets Managed by Firm | $1,724,645,328 |
No. of Clients | 2083 |
No. of Advisors | 44 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2083 | $1,724,645,328 |
Individuals (other than high net worth individuals) | 695 | $183,565,853 |
High net worth individuals | 281 | $595,780,477 |
Pension and profit sharing plans | 78 | $731,013,962 |
Charitable organizations | 14 | $31,920,561 |
Corporations or other businesses | 33 | $35,739,982 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$368,018,536,946 | 1688501 | 31366 | |
$26,631,669,631 | 59 | 368 | |
$4,193,707,521 | 47 | 16 | |
$3,451,348,607 | 922 | 10 | |
$3,362,897,429 | 11192 | 117 |
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