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Building 2COLONIAL TRUST ADVISORS, INC.

Map pinSPARTANBURG, SC
Phone864-582-3356
NotebookSEC #801-53402
Total AUM
$1.9B
Employees
28
Clients
958

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
233 SOUTH PINE STREET
SPARTANBURG
SC 29302
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
864-582-3356
Other Offices
3

ReceiptFinancials

Total AUM
$1.9B
Accounts
2,093
Discretionary
$1.7B
Accounts
1,982
Non-Discretionary
$145M
Accounts
111

ContactClients

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Individual Clients
539
AUM
$279.7M
HNW Individual Clients
356
AUM
$1.3B
Pension/Profit Sharing Plan Clients
27
AUM
$107.1M
Charitable Organization Clients
21
AUM
$67.7M
Corporation or Business Clients
15
AUM
$91.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCNJNYSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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