Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Colonial Asset Management, Inc.
SEC CIK
IRS number
571059854
SEC advisor number
801-53402
FINRA CRD number
110257
AUM ?
$1.40 bn
(as of 8 Feb 24)
Accounts
1,990
(as of 8 Feb 24)
Employees
23
(11 investment advisory or research)
Address
Colonial Trust Advisors
359 S. PINE STREET
SPARTANBURG
SC 29302
359 S. PINE STREET
SPARTANBURG
SC 29302
Phone
864-582-3356
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21