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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 $1,399,678,109 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 Status | Approved |
|---|---|
| Firm CRD# | 110257 |
| SEC# | 801-53402 |
| Assets Managed by Firm | $1,399,678,109 |
| No. of Clients | 1990 |
| No. of Advisors | 23 |
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 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 |
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|---|---|---|---|
| $28,309,013,200 | 61 | 510 | |
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| $4,462,882,442 | 42 | 16 | |
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