COLONIAL TRUST ADVISORS, INC. - Financial Advisor in South Carolina, Spartanburg

Tel: 864-582-3356 233 South Pine Street Spartanburg, South Carolina 29302

About COLONIAL TRUST ADVISORS, INC.

COLONIAL TRUST ADVISORS, INC. is a Spartanburg, South Carolina based financial advisory firm with nearly $1,399,678,109 in assets under management and provides investment advisory services for 1990 clients. There are currently 23 financial advisors at the firm.

General Information

Firm CRD#:

110257

Firm SEC#:

801-53402

Assets Under Management:

$1,399,678,109

No. of Clients:

1990

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Fixed fees

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Top Financial Advisory Firms in South Carolina, Spartanburg

FirmCRD#:297500

SEC#:801-113650

No. of Advisors:9

No. of Clients:1011

AUM:$525,134,885

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