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Building 2FINANCIAL TRUST ASSET MANAGEMENT CHARTERED

Map pinBOCA RATON, FL
Phone561-391-8188
NotebookSEC #801-132258
Total AUM
$141.9M
Employees
5
Clients
208

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10055 YAMATO ROAD
SUITE 103
BOCA RATON
FL 33498-6102
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
561-391-8188
Other Offices
2

ReceiptFinancials

Total AUM
$141.9M
Accounts
400
Discretionary
$137.9M
Accounts
393
Non-Discretionary
$4M
Accounts
7

ContactClients

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Individual Clients
151
AUM
$35.6M
HNW Individual Clients
49
AUM
$91.2M
Pension/Profit Sharing Plan Clients
2
AUM
$12.8M
Charitable Organization Clients
1
AUM
$853.4K
Corporation or Business Clients
5
AUM
$1.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
FLGALAMANCNY

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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