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COLONIAL TRUST ADVISORS, INC.
Tel: 864-582-3356
233 South Pine Street Spartanburg, South Carolina 29302
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
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
Firm CRD#:
110257
SEC#:
801-53402
No. of Clients:
1990
Assets under Management
$1,399,678,109
No. of Advisors:
23
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