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| Truist Advisory Services Inc
✚
|
|
|---|---|
| CRD # | 283390 |
| SEC # | 801-107729 |
| CIK # | 0001696868 |
| AUM | $61.4 BB (2024-08-28) |
| Employees | 2,105 (100% Investors, 96% Brokers) |
| Phone | 404-813-7713 |
| Address | 303 Peachtree Center Avenue, Atlanta, GA 30303 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 2.1 | |
| AAPL | 2,382.8 | 1.5 | |
| NVDA | 399.6 | 1.2 | |
| KO | 270.0 | 1.0 | |
| AMZN | 1,093.0 | 0.8 | |
| GOOG | 1,482.6 | 0.7 | |
| JPM | 340.2 | 0.6 | |
| HD | 277.6 | 0.5 | |
| ABBV | 269.5 | 0.5 | |
| GOOGL | 1,475.1 | 0.5 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 103,240 | 24.3 |
| (b) Individuals (high net worth individuals) | 17,950 | 32.1 |
| (c) Banking or thrift institutions | 4 | 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 | 96 | 0.0 |
| (h) Charitable organizations | 77 | 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 | 1,864 | 3.9 |
| (n) Other | 970 | 1.0 |
| Total | 124,201 | 61.4 |
| By Discretionary | ||
| Discretionary | 109,523 | 48.5 |
| Non-Discretionary | 14,678 | 12.8 |
| Total | 124,201 | 61.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 61.1 | |
| Total | 124,201 | 61.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001696868] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MML Investors Services LLC
✚
|
MA | 72.8 |
|
Wealth Enhancement Advisory Services LLC
✚
|
MN | 72.0 |
|
Rathbones Investment Management Limited
✚
|
63.6 | |
|
Invesco Asset Management Japan Limited
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|
56.5 | |
|
Fiducient Advisors LLC
✚
|
IL | 55.9 |
|
Goldman Sachs Asset Management Co Ltd
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|
55.8 | |
|
Mawer Investment Management Ltd
✚
|
49.6 | |
|
Mercer Global Advisors Inc
✚
|
CO | 45.4 |
|
Avantax Advisory Services Inc
✚
|
TX | 41.7 |
|
Citigroup Global Markets Inc
✚
|
NY | 40.5 |