Fintrust Capital Advisors LLC
- Assets, Funds, Holdings
| Message |
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Happy Holidays!! thanks for using AUM13F!!
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| Fintrust Capital Advisors LLC
|
| CRD # | 145460 |
| SEC # | 801-68568 |
| CIK # | 0001622001 |
| AUM |
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| Employees |
44 (68% Investors, 70% Brokers)
|
| Phone | 864-288-2849 |
| Address | 124 Verdae Blvd
Greenville, SC 29607 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn] [Facebook]
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Total AUM ($M)
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| Holdings by Sector ($M) |
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| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
695
|
183.6 |
| (b) Individuals (high net worth individuals) |
281
|
595.8 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
1
|
15.1 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
78 |
731.0 |
| (h) Charitable organizations |
14 |
31.9 |
| (i) State or municipal government entities |
7 |
131.5 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
33 |
35.7 |
| (n) Other |
0 |
0.0 |
| Total |
2,083 |
1,724.6 |
| By Discretionary |
| Discretionary |
2,003 |
1,320.0 |
| Non-Discretionary |
80 |
404.7 |
| Total |
2,083 |
1,724.6 |
| By Non-United States Persons |
| Non-United States Persons |
|
1.0 |
| United States Persons |
|
1,723.7 |
| Total |
2,083 |
1,724.6 |
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