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Building 2CITICORP TRUST BANK, FSB (TRUST DEPARTMENT)

Map pinSIOUX FALLS, SD
Phone605-731-2777
NotebookSEC #801-55145
Total AUM
$3.4B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1300 WEST 57TH STREET
SUITE G100
SIOUX FALLS
SD 57108
USA
Operating Hours
8:30AM-5:30PM
Monday - Friday
Phone
605-731-2777

ReceiptFinancials

Total AUM
$3.4B
Accounts
3,415
Discretionary
$3.4B
Accounts
3,415
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
MINIMUM FEES, TERMINATION/DISTRIBUTION FEES

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
NYSD

HandshakeAffiliates

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Affiliates
Reported 50 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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