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Trust Company of the South

EST. AUM
$3,000,000,000

CONTACTS
12

CLIENT ACCOUNTS

Firm Details

Metro area Raleigh
CRD Number
Website trustcompanyofthesouth.com
Client types

Overview

Trust Company is a full service wealth manager proudly based in North Carolina, serving families and institutions. Its approach is based entirely on its clients’ goals and unique circumstances. Its asset management services are based on research, data, and a long-term perspective. Whether working with individuals or institutions, Trust Company develops tailored portfolios to serve the best interests of its clients as defined by the fiduciary standard of investing.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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