Investment adviser · CRD 139887

FINTRUST INVESTMENT ADVISORY SERVICES, LLC

Investment adviser filing (IA)

GREENVILLE, SC, United States · Form ADV filed Feb 15, 2018

Regulatory AUM
$410M
Form ADV · Item 5.F
Client accounts
952
Accounts, not individual clients
Employees
24
Reported in this filing
Advisory professionals
13
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 15, 2018. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly

Principal office

124 VERDAE BLVD, SUITE 504
GREENVILLE, SC, 29607, United States

CRD 139887

Filing source

Form ADV 1177316 · Feb 15, 2018 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.