PRIMETRUST ADVISORS LLC

RIASEC RegisteredEst. 2008

Total AUM

$422M

Discretionary

$15.3M

4% of AUM

Avg account

$7.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: GREENVILLE, South Carolina
CRD number: 141625
Registered since: February 12, 2008
Website: primetrustadvisors.com
Custodians: PRINCIPAL SECURITIES, INC., TRANSAMERICA CAPITAL, INC., ADP BROKER-DEALER, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans96.4%
HNWI2.1%
Individuals1.5%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Primetrust Advisors LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2008. The firm is owner-operated and serves both individual/family and institutional clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Primetrust bills clients through a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not structured as a capital allocator.