Overview
Assets Under Management: $7.2 billion
Headquarters: GREENVILLE, SC
High-Net-Worth Clients: 54
Average Client Assets: $6.2 million
Frequently Asked Questions
BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106156), BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC. is subject to fiduciary duty under federal law.
BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC. is headquartered in GREENVILLE, SC.
BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC. serves 54 high-net-worth clients according to their SEC filing dated March 02, 2018. View client details ↓
According to their SEC Form ADV, BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC. offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC. manages $7.2 billion in client assets according to their SEC filing dated March 02, 2018.
According to their SEC Form ADV, BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.65%
Average Client Assets: $6.2 million
Total Client Accounts: 764
Discretionary Accounts: 621
Non-Discretionary Accounts: 143
Regulatory Filings
CRD Number: 106156
Filing ID: 1173473
Last Filing Date: 2018-03-02 16:58:00