PRIMETRUST ADVISORS LLC

RIASEC RegisteredEst. 2008
Total AUM
$422M
Discretionary
$15.3M
4% of AUM
Avg account
$7.5M
Accounts
56
Employees
3
Advisory reps
2

Firm details

Headquarters
GREENVILLE, South Carolina
CRD number
141625
Registered since
February 12, 2008
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.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 76%, Private Funds 24%76%
  • Public Funds/Mutual Funds76%
  • Private Funds24%

Contacts

2 of 2
  • James Hunt

    Vice PresidentCRD 7069833

  • JULIAN HUNT

    ​President and FounderCRD 1771575

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GREENVILLE, SC

GREENVILLE

Location

GREENVILLE, SC

Headquartered in GREENVILLE, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.

Metro area
Greenville-Spartanburg-Anderson, SC
Region
South
County
GREENVILLE
Address
850 S Pleasantburg Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth