TRUIST ADVISORY SERVICES, INC.

RIASEC RegisteredEst. 2016

Total AUM

$77.4B

Discretionary

$62.8B

81% of AUM

Avg account

$599K

Accounts

129,307

Employees

2,461

Advisory reps

2,014

Firm details

Headquarters: Atlanta, Georgia
CRD number: 283390
Registered since: May 18, 2016
Website: www.truist.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, TRUIST INVESTMENT SERVICES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI61.53%
Individuals29.79%
Corporations / Businesses7.09%
Other1.36%
Charitable Organizations0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Truist Advisory Services, Inc. is a corporate-structured registered adviser that serves both individual and institutional clients. The firm has been SEC-registered since 2016 and offers fee models that include percentage-of-AUM charges as well as fixed fees. Its advisory scope covers financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and publication of periodicals or newsletters. The firm also operates alongside affiliated financial services — including broker-dealer, bank/thrift, trust company and insurance company activities — and acts as sponsor or managing member for pooled investment vehicles. The firm is not identified as an active ESG investor in the available data.