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Building 2MARBLE TRAIL ADVISORS

Map pinMIDDLEBURY, VT
Phone802-388-6300
NotebookSEC #801-115308
Total AUM
$582.7M
Employees
9
Clients
370

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
88 MAIN STREET
MIDDLEBURY
VT 05753
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
802-388-6300
Other Offices
1

ReceiptFinancials

Total AUM
$582.7M
Accounts
1,446
Discretionary
$581.8M
Accounts
1,444
Non-Discretionary
$927.9K
Accounts
2

ContactClients

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Individual Clients
180
AUM
$95.5M
HNW Individual Clients
188
AUM
$483.4M
Pension/Profit Sharing Plan Clients
1
AUM
$3M
Charitable Organization Clients
1
AUM
$820.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ASSET MANAGEMET FEES RECEIVED FROM OTHER INVESTMENT ADVISORS

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMENHNYVT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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