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PRIMETRUST ADVISORS LLC

CRD 141625 · SEC 801-68762

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850 S PLEASANTBURG DR, SUITE 101, GREENVILLE, SC, 29607, United States

Phone

864-552-4020

Fax

864-552-4016

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$421.6M

Discretionary AUM

$15.3M

Team

3 total employees; 2 advisory reps; 3 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals23$6.3M
High net worth individuals3$8.9M
Pension/profit sharing plans6$406.4M

States served

SC

All web addresses on file

Official SEC filing: View on IAPD