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| Truist Advisory Services Inc
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|
|---|---|
| CRD # | 283390 |
| SEC # | 801-107729 |
| CIK # | 0001696868 |
| AUM | $53.2 BB (2023-02-28) |
| Employees | 2,725 (79% Investors, 54% Brokers) |
| Phone | 404-813-7713 |
| Address | 303 Peachtree Center Avenue, Atlanta, GA 30303 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 1.4 | |
| AAPL | 2,382.8 | 1.3 | |
| KO | 270.0 | 1.1 | |
| HD | 277.6 | 0.6 | |
| MRK | 232.4 | 0.5 | |
| ABBV | 269.5 | 0.5 | |
| JNJ | 465.6 | 0.5 | |
| GOOG | 1,482.6 | 0.4 | |
| PEP | 226.8 | 0.4 | |
| ADI | 77.2 | 0.4 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106,515 | 25.6 |
| (b) Individuals (high net worth individuals) | 17,492 | 31.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 45 | 0.0 |
| (h) Charitable organizations | 83 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 1,605 | 2.9 |
| (n) Other | 1,146 | 1.3 |
| Total | 126,886 | 61.6 |
| By Discretionary | ||
| Discretionary | 110,933 | 47.8 |
| Non-Discretionary | 15,953 | 13.7 |
| Total | 126,886 | 61.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 61.4 | |
| Total | 126,886 | 61.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-NT | [0001696868] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MML Investors Services LLC
✚
|
MA | 58.8 |
|
Wealth Enhancement Advisory Services LLC
✚
|
MN | 56.4 |
|
Rathbones Investment Management Limited
✚
|
54.5 | |
|
Invesco Asset Management Japan Limited
✚
|
49.1 | |
|
Cetera Advisor Networks LLC
✚
|
CA | 46.7 |
|
Mawer Investment Management Ltd
✚
|
46.1 | |
|
Fiducient Advisors LLC
✚
|
IL | 40.0 |
|
Securities America Advisors Inc
✚
|
NE | 38.2 |
|
Voya Investment Management LLC
✚
|
GA | 36.5 |
|
Goldman Sachs Asset Management Co Ltd
✚
|
35.6 |