FINTRUST INVESTMENT ADVISORY SERVICES, LLC
CRD #139887 SEC #801-66407 GREENVILLE, SC 864-288-2849
SEC Registered
Total AUM
$410.1M
Discretionary
$288.4M
Employees
24
Clients
101
Accounts
952
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2018 | $410.1M | $288.4M | $121.6M | 24 | 0 |
| Jan 2018 | $410.1M | $288.4M | $121.6M | 24 | 0 |
| Mar 2017 | $410.1M | $288.4M | $121.6M | 24 | 1,000 |
| Mar 2017 | $410.1M | $288.4M | $121.6M | 24 | 1,000 |
| Oct 2016 | $315.8M | $227.7M | $88.1M | 23 | 700 |
| Mar 2016 | $315.8M | $227.7M | $88.1M | 23 | 700 |
| Mar 2015 | $290.5M | $227.6M | $62.9M | 21 | 800 |
| Jan 2015 | $244.2M | $195.6M | $48.6M | 17 | 400 |
| Mar 2014 | $244.2M | $195.6M | $48.6M | 17 | 400 |
| Nov 2013 | $262.2M | $208.2M | $54M | 15 | 400 |
| Apr 2013 | $262.2M | $208.2M | $54M | 15 | 400 |
| Mar 2013 | $262.2M | $208.2M | $54M | 14 | 400 |
| Mar 2013 | $621.6M | $306M | $315.6M | 21 | 500 |
| Nov 2012 | $621.6M | $306M | $315.6M | 21 | 500 |
| Mar 2012 | $621.6M | $306M | $315.6M | 11 | 500 |
| Nov 2011 | $573M | $313.7M | $259.3M | 11 | 251 |
| Nov 2011 | $573M | $313.7M | $259.3M | 11 | 251 |
| May 2011 | $573M | $313.7M | $259.3M | -- | -- |
| Mar 2011 | $573M | $313.7M | $259.3M | -- | -- |
| Jan 2011 | $535.1M | $535.1M | $0 | -- | -- |
| Aug 2010 | $535.1M | $535.1M | $0 | -- | -- |
| Jun 2010 | $535.1M | $535.1M | $0 | -- | -- |
| Jul 2009 | $96.8M | $69.7M | $27.1M | -- | -- |
| Jul 2009 | $96.8M | $69.7M | $27.1M | 5 | -- |
| May 2009 | $96.8M | $69.7M | $27.1M | 5 | -- |
| May 2009 | $96.8M | $69.7M | $27.1M | 5 | -- |
| Mar 2009 | $96.8M | $69.7M | $27.1M | 5 | -- |
| Mar 2007 | $254.5M | $254.5M | $0 | 10 | -- |
| Mar 2006 | $0 | $0 | $0 | 5 | -- |
DateFeb 2018
Total AUM$410.1M
Discretionary$288.4M
Non-Disc.$121.6M
Employees24
Clients0
DateJan 2018
Total AUM$410.1M
Discretionary$288.4M
Non-Disc.$121.6M
Employees24
Clients0
DateMar 2017
Total AUM$410.1M
Discretionary$288.4M
Non-Disc.$121.6M
Employees24
Clients1,000
DateMar 2017
Total AUM$410.1M
Discretionary$288.4M
Non-Disc.$121.6M
Employees24
Clients1,000
DateOct 2016
Total AUM$315.8M
Discretionary$227.7M
Non-Disc.$88.1M
Employees23
Clients700
DateMar 2016
Total AUM$315.8M
Discretionary$227.7M
Non-Disc.$88.1M
Employees23
Clients700
DateMar 2015
Total AUM$290.5M
Discretionary$227.6M
Non-Disc.$62.9M
Employees21
Clients800
DateJan 2015
Total AUM$244.2M
Discretionary$195.6M
Non-Disc.$48.6M
Employees17
Clients400
DateMar 2014
Total AUM$244.2M
Discretionary$195.6M
Non-Disc.$48.6M
Employees17
Clients400
DateNov 2013
Total AUM$262.2M
Discretionary$208.2M
Non-Disc.$54M
Employees15
Clients400
DateApr 2013
Total AUM$262.2M
Discretionary$208.2M
Non-Disc.$54M
Employees15
Clients400
DateMar 2013
Total AUM$262.2M
Discretionary$208.2M
Non-Disc.$54M
Employees14
Clients400
DateMar 2013
Total AUM$621.6M
Discretionary$306M
Non-Disc.$315.6M
Employees21
Clients500
DateNov 2012
Total AUM$621.6M
Discretionary$306M
Non-Disc.$315.6M
Employees21
Clients500
DateMar 2012
Total AUM$621.6M
Discretionary$306M
Non-Disc.$315.6M
Employees11
Clients500
DateNov 2011
Total AUM$573M
Discretionary$313.7M
Non-Disc.$259.3M
Employees11
Clients251
DateNov 2011
Total AUM$573M
Discretionary$313.7M
Non-Disc.$259.3M
Employees11
Clients251
DateMay 2011
Total AUM$573M
Discretionary$313.7M
Non-Disc.$259.3M
Employees--
Clients--
DateMar 2011
Total AUM$573M
Discretionary$313.7M
Non-Disc.$259.3M
Employees--
Clients--
DateJan 2011
Total AUM$535.1M
Discretionary$535.1M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$535.1M
Discretionary$535.1M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$535.1M
Discretionary$535.1M
Non-Disc.$0
Employees--
Clients--
DateJul 2009
Total AUM$96.8M
Discretionary$69.7M
Non-Disc.$27.1M
Employees--
Clients--
DateJul 2009
Total AUM$96.8M
Discretionary$69.7M
Non-Disc.$27.1M
Employees5
Clients--
DateMay 2009
Total AUM$96.8M
Discretionary$69.7M
Non-Disc.$27.1M
Employees5
Clients--
DateMay 2009
Total AUM$96.8M
Discretionary$69.7M
Non-Disc.$27.1M
Employees5
Clients--
DateMar 2009
Total AUM$96.8M
Discretionary$69.7M
Non-Disc.$27.1M
Employees5
Clients--
DateMar 2007
Total AUM$254.5M
Discretionary$254.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--