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https://www.colonialtrust.com/assets/images/Colonial_Trust_Advisors_ADV_Part_1A.pdf Normal business hours at this location: 8:30 - 5:00 (3) Telephone number at this location: 864-582-3356 COLONIAL TRUST ADVISORS Top 13F Holdings
https://www.colonialtrust.com/
Trust for the future. For over a century, Colonial Trust has provided investment management and fiduciary services to clients across South Carolina. Longevity. Independence. Quality. Our founding principles are as important today as they were in 1913.
https://www.colonialtrust.com/our-team/
Before joining Colonial Trust in 2020, Reid worked as Investment Adviser at Eagle Strategies, LLC, and has worked in financial services since 2003. He serves as a retirement plan specialist at Colonial, handling all aspects of corporate retirement plans. He is a native of New Providence, New Jersey, and a graduate of Furman University.
https://investingreview.org/firm/colonial-trust-advisors-inc
Colonial Trust Advisors Inc. 359 SOUTH PINE STREET, SPARTANBURG, SC . 864-582-3356. 864-582-7839. Other Info. Colonial Trust Advisors Inc is legally known as COLONIAL TRUST ADVISORS, INC.. It is a SC Corporation. This firm has 14 employees, of which 5 are employees in advisory roles. The number of clients served by it is unknown.
https://www.colonialtrust.com/important-disclosures/
Colonial Trust Company provides fiduciary and investment management services to individuals and institutions. Colonial Trust Advisors, Inc. is a Registered Investment Advisor registered with the Securities and Exchange Commission and provides fee only investment management services to individuals and institutions.
https://whalewisdom.com/filer/colonial-asset-management-inc
Colonial Trust Advisors is based out of Spartanburg. Colonial Trust Advisors is a large advisory firm with 735 clients and discretionary assets under management (AUM) of $1,023,821,200 (Form ADV from 2021-10-20). Their last reported 13F filing for Q2 2021 included $819,076,000 in managed 13F securities and a top 10 holdings concentration of 32.82%.
https://sec.report/AdviserInfo/Firms/110257
COLONIAL TRUST ADVISORS, INC. 359 SOUTH PINE STREET, SPARTANBURG, SC 29302 United States Phone: 864-582-3356 Fax: 864-582-7839
http://www.gocolonial.com/
Bank and mortgage rates and terms subject to change without notice. This is not an offer to extend consumer credit as defined by Section 1026.6 of Regulation Z. Insurance products issued by Colonial Life Insurance Co. of Texas, Colonial Lloyds and DuBose and Associates are not insured by the Federal Deposit Insurance Corporation.
https://www.gurufocus.com/news/1571059/colonial-trust-advisors-buys-stanley-black--decker-inc-brookfield-asset-management-inc-general-electric-co-sells-lowes-inc-qualcomm-inc-cummins-inc/?r=21637c73084e87d770a98f867757282f
Colonial Trust Advisors initiated holding in NVIDIA Corp. The purchase prices were between $181.61 and $228.43, with an estimated average price of $207.92. The stock is now traded at around $301.940000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,009 shares as of 2021-09-30.
http://www.colonialfirststate.com.au/contact_us/contact_us.aspx?menutabtype=contactus
For all home loans (including Colonial home loans) or SuperTrace Eligible Rollover Fund enquiries, please contact the Commonwealth Bank. Phone enquiries 8am - 7pm, Mon - Fri (Sydney time) Existing investors. 13 13 36. 02 9303 3200.
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