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TRUIST ADVISORY SERVICES, INC.
ATLANTA, GA
800-874-4770
SEC #801-107729Total AUM
$77.4B
Employees
2,461Clients
129,307Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
303 PEACHTREE STREET
2ND FLOOR
ATLANTA
GA 30303
United States
2ND FLOOR
ATLANTA
GA 30303
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
800-874-4770
Other Offices
2881
Financials
Total AUM
$77.4B
Accounts
129,307Discretionary
$62.8B
Accounts
114,918Non-Discretionary
$14.6B
Accounts
14,389
Clients
Individual Clients
93,619AUM
$23.1B
HNW Individual Clients
32,526AUM
$47.6B
Banking Clients
5AUM
$26.9M
Pension/Profit Sharing Plan Clients
147AUM
$39.6M
Charitable Organization Clients
75AUM
$63.6M
Government Entity Clients
6AUM
$43M
Corporation or Business Clients
2,186AUM
$5.5B
Other Clients
743AUM
$1.1B
Description of Other Clients
CONSERVATOR, GUARDIAN, NON-PROTOTYPE/CORP TRUST, PROFESSION ASSOCIATION, PERSONAL REP, UNICORP ASSOC, BANK TRUST OMNIBUS
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory ProceedingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.