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Blue Trust - Greenville

Blue Trust - Greenville

Financial ServicesFlag of USGreenville, South Carolina, United States11-20 Employees

Company overview

Headquarters9 Halton Green Way, Greenville, SC 29607, US
Phone number+18642327153
Websites
NAICS52
Keywords
Insurance Planning, Retirement Planning, Trust Planning, Wealth Transfer And Estate Planning, Financial And Tax Planning, Investment Management And Analysis
Founded1984
Employees11-20
Socials

Key Contact at Blue Trust - Greenville

Flag of US

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.

FormatExamplePercentage
{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

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Blue Trust - Greenville revenue & valuation

Annual revenue$1,197,770
Revenue per employee$86,000
Estimated valuation?$3,900,000
Total fundingNo funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
C-Suite
Senior

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

Blue Trust - Greenville is located in Greenville, South Carolina, US.
You can reach Blue Trust - Greenville at +18642327153.
Blue Trust - Greenville was founded in 1984, making it 42 years old. The company has established itself as a significant player in its industry over this time.
Blue Trust - Greenville has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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