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COLONIAL TRUST ADVISORS, INC.
COLONIAL TRUST ADVISORS, INC.
SPARTANBURG, South Carolina
·
4 registered advisors
·
CRD# 110257
SEC# 801-53402
3
864-582-3356
01
Firm Overview
AUM
$1.4B
Regulatory assets under management
Employees
23
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at COLONIAL TRUST ADVISORS, INC.
4 registered advisors
Barry Dean Wynn
SPARTANBURG, South Carolina
CRD# 473736
Bert Dixon Barre
SPARTANBURG, South Carolina
CRD# 4119994
Camp Rooker Wynn
SPARTANBURG, South Carolina
CRD# 3118195
Henry Walter Barre
SPARTANBURG, South Carolina
CRD# 830712
05
Office Locations
SPARTANBURG, South Carolina
4 advisors
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Data sourced from SEC Form ADV filings. COLONIAL TRUST ADVISORS, INC. (CRD# 110257) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.