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Building 2MERRILL LYNCH TRUST COMPANY

Map pinNEW YORK, NY
Phone212-449-9448
NotebookSEC #801-55309
Total AUM
$14.8B
Employees
376
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 WORLD FINANCIAL CENTER
250 VESEY STREET
NEW YORK
NY 10080
USA
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
212-449-9448

ReceiptFinancials

Total AUM
$14.8B
Accounts
13,648
Discretionary
$14.6B
Accounts
13,516
Non-Discretionary
$177.4M
Accounts
132

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SEE SCHEDULE D: MISCELLANEOUS

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)Court Violation Finding
State Registrations
CACODEFLGAHIIDILINKSMAMDMEMIMNMOMSNCNDNENHNMNVNYOHORRISCSDTXUTVTWIWV

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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