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BlueTrust - Greenville

EST. AUM
$250,000,000

CONTACTS
7

CLIENT ACCOUNTS

Firm Details

Metro area Greenville, SC
CRD Number
Website bluetrust.com
Client types

Overview

BlueTrust in Greenville, SC, provides a range of financial services aimed at individuals, families, and businesses. The firm focuses on wealth management, investment management, financial planning, and trust and estate services, among other offerings. Their advisors apply both biblical principles and technical expertise to assist clients in making informed financial decisions. BlueTrust serves various client segments, including high-net-worth families, athletes, and nonprofits, emphasizing a fee-only advisory model that prioritizes client interests. Established in 2019, the Greenville office continues the legacy of the former Plan FIRST firm, enhancing its service offerings to meet the evolving needs of its clientele.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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