PRIMETRUST ADVISORS LLC
Adviser information for PRIMETRUST ADVISORS LLC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | South Carolina, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 38 | $15.6M |
| Non-Discretionary | 13 | $283.4M |
| Total | 51 | $299.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 18 | $3.8M |
| HNW Individuals | <5 | $11.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 5 | $283.3M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-68762 |
|---|---|
| SEC ERA File Number | 801-68762 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 141625 |
| Legal Entity Identifier | None |
Principal Office
101 COLLEGE STREETSUITE 1-B
GREENVILLE
SC
United States
Monday - Friday, 8:30-5:00 EST
Tel: 864-552-4020, Fax: 864-552-4016
Chief Compliance Officer
JULIAN HUNT JR
PRESIDENT/CCO
101 COLLEGE STREET
SUITE 1-B
GREENVILLE
SC
United States
Tel:
864-552-4020
Fax:
864-552-4016
C****@*********************M
(Full email address available in API data)
Regulatory Contact
SHERYL DALTON
OFFICE MANAGER
101 COLLEGE STREET
SUITE 1-B
GREENVILLE
SC
United States
Tel:
864-552-4015
Fax:
864-552-4016
S******@*********************M
(Full email address available in API data)
Industry Affiliates
| ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HUNT, JULIAN, GRICE | Individual | – | PRINCIPAL/CHIEF COMPLIANCE OFFICER/MEMBER | 08/2006 | > 75% |