233 South Pine Street
Spartanburg, South Carolina 29302
Tel: 864-582-3356
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 110257 |
SEC# | 801-53402 |
Assets Managed by Firm | $1,399,678,109 |
No. of Clients | 1990 |
No. of Advisors | 23 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1990 | $1,399,678,109 |
Individuals (other than high net worth individuals) | 506 | $182,142,185 |
High net worth individuals | 364 | $977,500,612 |
Pension and profit sharing plans | 18 | $77,274,850 |
Charitable organizations | 21 | $77,535,623 |
Corporations or other businesses | 13 | $85,224,839 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$463,475,486,343 | 1910545 | 35841 | |
$28,309,013,200 | 61 | 510 | |
$5,519,652,128 | 15301 | 167 | |
$4,462,882,442 | 42 | 16 | |
$3,417,068,970 | 420 | 20 |
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