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Building 2PRIMETRUST ADVISORS LLC

Map pinGREENVILLE, SC
Phone864-552-4020
NotebookSEC #801-68762
Total AUM
$421.6M
Employees
3
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
850 S PLEASANTBURG DR
SUITE 101
GREENVILLE
SC 29607
United States
Operating Hours
8:30-5:00 EST
Monday - Friday
Phone
864-552-4020

ReceiptFinancials

Total AUM
$421.6M
Accounts
56
Discretionary
$15.3M
Accounts
43
Non-Discretionary
$406.3M
Accounts
13

ContactClients

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Individual Clients
23
AUM
$6.3M
HNW Individual Clients
3
AUM
$8.9M
Pension/Profit Sharing Plan Clients
6
AUM
$406.4M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
SC

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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