PrimeTRUST Advisors
Financial Services • 
Greenville, South Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 101 College Street, Suite 1B, Greenville, SC 29601, US |
| Phone number | +120062024 |
| Website | |
| NAICS | 52 |
| SIC | 641 |
| Keywords | Financial Advisor, Retirement Planning, Financial Planning, Investment Advisory, Retirement Plan Consulting, Erisa Plans, Erisa Plan Consulting |
| Founded | 2006 |
| Employees | 1-10 |
| Socials |
Key Contact at PrimeTRUST Advisors
Sheryl Dalton
Director of Operations
PrimeTRUST Advisors Email Formats
PrimeTRUST Advisors uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@primetrustadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@primetrustadvisors.com | 100% |
About PrimeTRUST Advisors
We are Retirement Plan Consultants and Investment Advisors based in Greenville, SC since 2006. We serve Individuals at or near retirement age as well as Retirement Plan Committees of ERISA Plans. Secure Retirement Income Plans for Individuals. We get it… it can be complicated! And few want to deal with the hassle. We want to make it simple for you. Let us do the busy work. We use our experience gained working with ERISA plans to help you organize, grow and utilize your financial resources to their maximum potential. Fiduciary Expertise for ERISA Plans. We deliver the information, insight, and counsel that provide you the confidence in decision-making which conforms to the conduct standards expected from plan fiduciaries. When counseling clients, we: • Serve…By putting client’s interests first. • Listen…Honestly and intelligently to understand client needs before assuming what is in their best interest. • Apply…Critical and independent thinking beyond the prefabricated, typecast solutions commonly dispensed in today’s rapid-paced, performance-driven sales environment.
PrimeTRUST Advisors revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
PrimeTRUST Advisors has never raised funding before.
PrimeTRUST Advisors Tech Stack
Discover the technologies and tools that power PrimeTRUST Advisors's digital infrastructure, from frameworks to analytics platforms.
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South AfricaFrequently asked questions
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