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Building 2FINTRUST INVESTMENT ADVISORY SERVICES, LLC

Map pinGREENVILLE, SC
Phone864-288-2849
NotebookSEC #801-66407
Total AUM
$410.1M
Employees
24
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
124 VERDAE BLVD
SUITE 504
GREENVILLE
SC 29607
United States
Operating Hours
9:30AM - 4:30 PM
Monday - Friday
Phone
864-288-2849
Other Offices
3

ReceiptFinancials

Total AUM
$410.1M
Accounts
952
Discretionary
$288.4M
Accounts
902
Non-Discretionary
$121.6M
Accounts
50

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGALANCNHNYSCTNTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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