Adviser Profile
| As of Date | 07/21/2020 |
| Registration status | Registration Changed to ADVISORTRUST PARTNERS, LLC |
| ADV Location | RALEIGH, NC, United States |
| AUM* | 0 |
| of that, discretionary | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
2019
2020
Private Funds
No private funds