National Retirement Planning Experts

National Coverage
Local Professionals

COLONIAL TRUST ADVISORS, INC.

233 South Pine Street
Spartanburg, South Carolina 29302
Tel: 864-582-3356

Need a Financial Advisor?
Compare Vetted Advisors

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 $1,399,678,109 assets under management, offering retirement planning & investment advisory services to 1990 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110257
SEC#801-53402
Assets Managed by Firm$1,399,678,109
No. of Clients1990
No. of Advisors23

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total1990$1,399,678,109
Individuals (other than high net worth individuals)506$182,142,185
High net worth individuals364$977,500,612
Pension and profit sharing plans18$77,274,850
Charitable organizations21$77,535,623
Corporations or other businesses13$85,224,839

More Retirement Planning firms in Spartanburg, South Carolina:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
LPL FINANCIAL LLC
1055 Lpl Way
Fort Mill, SC, 29715
$463,475,486,343191054535841
GREYSTAR INVESTMENT GROUP, LLC
465 Meeting Street, Suite 500
Charleston, SC, 29403
$28,309,013,20061510
APOLLON WEALTH MANAGEMENT, LLC
111 Coleman Blvd, Suite 402
Mount Pleasant, SC, 29464
$5,519,652,12815301167
PERMCAP INVESTMENT OFFICE
18 N. Adgers Wharf
Charleston, SC, 29401
$4,462,882,4424216
SOUTHSTATE ADVISORY, INC.
520 Gervais St
Columbia, SC, 29201
$3,417,068,97042020

Explore More Retirement Advisors in Spartanburg, South Carolina