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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 $257,768,690 assets under management, offering retirement planning & investment advisory services to 38 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 | $257,768,690 |
| No. of Clients | 38 |
| No. of Advisors | 3 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 38 | $257,768,690 |
| Individuals (other than high net worth individuals) | 18 | $4,811,109 |
| High net worth individuals | 3 | $7,735,175 |
| Pension and profit sharing plans | 5 | $245,222,406 |
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