1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FINANCIAL TRUST ASSET MANAGEMENT CHARTERED

Map pinBOCA RATON, FL
Phone561-391-8188
NotebookSEC #801-56818
Total AUM
$50.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5100 TOWN CENTER CIRCLE
SUITE 150
BOCA RATON
FL 33486
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
561-391-8188

ReceiptFinancials

Total AUM
$50.6M
Accounts
319
Discretionary
$50.6M
Accounts
319
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT OF PRIVATE INVESTMENT FUNDS
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
FLLANY

HandshakeAffiliates

View all affiliates →

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

Feature requires an account