Truist Advisory Services, Inc.

RIASEC RegisteredEst. 2016

Total AUM

$77.4B

Discretionary

$62.8B

81% of AUM

Avg account

$599K

Accounts

129,307

Employees

2,461

Advisory reps

1,989

Firm details

Headquarters: Atlanta, Georgia
CRD number: 283390
Registered since: May 18, 2016
Website: www.truist.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, TRUIST INVESTMENT SERVICES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI61.53%
Individuals29.79%
Corporations / Businesses7.09%
Other1.36%
Charitable Organizations0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Truist Advisory Services, Inc. is a corporate registered investment adviser that serves both individual and institutional clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, and also engages in selection of other advisers and publication of periodicals or newsletters. Its fee model combines percentage-of-AUM fees with fixed fees. The firm is affiliated with multiple types of financial entities, including broker-dealers, other investment advisers, a trust company, banking or thrift institutions, an insurance company, and sponsors or general partners of pooled investment vehicles. Truist Advisory Services is not identified as an active ESG investor and is not classified as a pension consultant or capital allocator.