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Building 2TRUSTAGE INVESTMENT MANAGEMENT

Map pinMADISON, WI
Phone6082385851
NotebookSEC #801-18140
Total AUM
$39.5B
Employees
62
Clients
349

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5910 MINERAL POINT RD
MADISON
WI 53705
United States
Operating Hours
8:00 AM TO 5:00 PM CT
Monday - Friday
Phone
6082385851
Other Offices
1

ReceiptFinancials

Total AUM
$39.5B
Accounts
349
Discretionary
$36.6B
Accounts
243
Non-Discretionary
$2.9B
Accounts
106

ContactClients

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Pension/Profit Sharing Plan Clients
331
AUM
$6.5B
Insurance Company Clients
8
AUM
$29.9B
Corporation or Business Clients
10
AUM
$3.1B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEE FROM AFFILIATES.

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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