Trenholm Peter Inc (Abbeville)

Trenholm Peter Inc is a large advisory firm based in Abbeville. It manages $31.25 million of regulatory assets for 54 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois and South Carolina.

Trenholm Peter provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Trenholm Peter: assets under management

The assets under management (AUM) of Trenholm Peter Inc is $31.25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $31.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $578.79 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trenholm Peter Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Trenholm Peter Inc

John P. Trenholm has been acting as President since 1 May 1977. John Peter Trenholm joined the executive team most recently as the President, Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John P. Trenholm	President	1 May 1977	75% - 100%	4380859
John Peter Trenholm	President, cco	1 May 1977	75% - 100%	4380859

Based in Abbeville

The principal office where Trenholm Peter Inc performs its advisory services is located at 300 Millwood Rd, Abbeville, SC 29620, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.