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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 |
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