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Building 2FINTRUST CAPITAL ADVISORS, LLC

Map pinGREENVILLE, SC
Phone864-288-2849
NotebookSEC #801-68568
Total AUM
$1.7B
Employees
35
Clients
1,066

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 AM - 4 PM
Monday - Friday
Phone
864-288-2849
Other Offices
2

ReceiptFinancials

Total AUM
$1.7B
Accounts
1,968
Discretionary
$1.4B
Accounts
1,897
Non-Discretionary
$353.9M
Accounts
71

ContactClients

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Individual Clients
672
AUM
$191.3M
HNW Individual Clients
267
AUM
$556.7M
Investment Company Clients
1
AUM
$18.1M
Pension/Profit Sharing Plan Clients
76
AUM
$731.4M
Charitable Organization Clients
12
AUM
$66.5M
Government Entity Clients
7
AUM
$133.8M
Corporation or Business Clients
31
AUM
$46.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGALAORSCTX

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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