


Blue Trust - Greenville
Financial Services • Greenville, South Carolina, United States • 11-20 Employees
Company overview
| Headquarters | 9 Halton Green Way, Greenville, SC 29607, US |
| Phone number | +18642327153 |
| Websites | |
| NAICS | 52 |
| Keywords | Insurance Planning, Retirement Planning, Trust Planning, Wealth Transfer And Estate Planning, Financial And Tax Planning, Investment Management And Analysis |
| Founded | 1984 |
| Employees | 11-20 |
| Socials |
Key Contact at Blue Trust - Greenville
Joel Robinson
Managing Director
Blue Trust - Greenville Email Formats
Blue Trust - Greenville uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@planfirst.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@planfirst.com | 50% |
{first name}.{last name} | john.doe@ronblue.com | 50% |
About Blue Trust - Greenville
Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to clients across the wealth spectrum. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies • Personal trust and estate settlement • Business consulting services • Family Office • Professional Athlete services • Institutional services • Retirement plan consulting
Blue Trust - Greenville revenue & valuation
| Annual revenue | $1,197,770 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Blue Trust - Greenville has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Blue Trust - Greenville has never raised funding before.
Frequently asked questions
4.8
40,000 users



