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Building 2RAM TRUST SERVICES INC

Map pinPORTLAND, ME
Phone207-775-2354
NotebookSEC #801-14781
Total AUM
$373.7M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
45 EXCHANGE STREET
PORTLAND
ME 04101
USA
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
207-775-2354

ReceiptFinancials

Total AUM
$373.7M
Accounts
810
Discretionary
$274.5M
Accounts
627
Non-Discretionary
$99.2M
Accounts
183

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF INCOME COLLECTED

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMENYTXVT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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