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Home > Retirement Planners > south carolina > spartanburg > COLONIAL TRUST ADVISORS, INC.
COLONIAL TRUST ADVISORS, INC.
233 South Pine Street
Spartanburg, South Carolina 29302
Tel: 864-582-3356
About COLONIAL TRUST ADVISORS, INC.
COLONIAL TRUST ADVISORS, INC, formally registered with the SEC as COLONIAL TRUST ADVISORS, INC. The firm was established in 02/21/1997. They have over 4 offices throughout the country.
COLONIAL TRUST ADVISORS, INC. is a Spartanburg, South Carolina based Financial Planning firm with nearly $1,193,168,142 assets under management, offering retirement planning & investment advisory services to 1928 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 110257 |
| SEC# | 801-53402 |
| Assets Managed by Firm | $1,193,168,142 |
| No. of Clients | 1928 |
| No. of Advisors | 20 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1928 | $1,193,168,142 |
| Individuals (other than high net worth individuals) | 490 | $122,994,305 |
| High net worth individuals | 361 | $853,193,812 |
| Pension and profit sharing plans | 23 | $81,710,719 |
| Charitable organizations | 19 | $70,205,228 |
| Corporations or other businesses | 10 | $65,064,078 |
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|---|---|---|---|
| $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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