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ADVISORTRUST PARTNERS, LLC
ADVISORTRUST PARTNERS, LLC
2 registered advisors
·
CRD# 304967
SEC# 801-117199
0
(919) 607-4183
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at ADVISORTRUST PARTNERS, LLC
2 registered advisors
David Watts Mcmahan
BELMONT, North Carolina
CRD# 3078266
James Francis Castleman
BELMONT, North Carolina
CRD# 5582414
05
Office Locations
BELMONT, North Carolina
2 advisors
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Data sourced from SEC Form ADV filings. ADVISORTRUST PARTNERS, LLC (CRD# 304967) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.