Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > south carolina > greenville > PRIMETRUST ADVISORS LLC
PRIMETRUST ADVISORS LLC
101 College Street
Suite 1-B
Greenville, South Carolina 29601
Tel: 864-552-4020
About PRIMETRUST ADVISORS LLC
PRIMETRUST ADVISORS LLC, formally registered with the SEC as PRIMETRUST ADVISORS LLC. The firm was established in 02/12/2008. They have over 1 offices throughout the country.
PRIMETRUST ADVISORS LLC is a Greenville, South Carolina based Financial Planning firm with nearly $394,467,825 assets under management, offering retirement planning & investment advisory services to 58 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 141625 |
| SEC# | 801-68762 |
| Assets Managed by Firm | $394,467,825 |
| No. of Clients | 58 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 58 | $394,467,825 |
| Individuals (other than high net worth individuals) | 20 | $4,897,702 |
| High net worth individuals | 4 | $12,976,480 |
| Pension and profit sharing plans | 6 | $376,593,643 |
More Retirement Planning firms in Greenville, South Carolina:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $28,309,013,200 | 61 | 510 | |
| $5,519,652,128 | 15301 | 167 | |
| $4,462,882,442 | 42 | 16 | |
| $3,417,068,970 | 420 | 20 | |
| $3,375,104,696 | 114 | 16 |
Explore More Retirement Advisors in Greenville, South Carolina