A
$5.3M Total AUM
$5.3M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-17-2012
- Office Locations
- 1
Office Locations
1018 Pine Hill Road Fayetteville NC
About Ameritrust Investments OF North Carolina, LLC
Ameritrust Investments OF North Carolina, LLC is a Fayetteville-based RIA. The firm has been operating for 14 years. Managing $5.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$5.3M AVG AUM / ADVISOR
$152.3K AVG AUM / CLIENT
12.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GLEN DOUGLAS BARNES
Chief Compliance Officer, Financial Services Representative, Managing Member
- CRD
- #4083822
- Ownership
- 50% but less than 75%
Available
Available
Available
S
Susan T. Barnes
--
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,330,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,330,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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