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Building 2THE MASSMUTUAL TRUST COMPANY

Map pinENFIELD, CT
Phone860-562-2720
NotebookSEC #801-57197
Total AUM
$560.2M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 BRIGHT MEADOW BOULEVARD
M327
ENFIELD
CT 06082
USA
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
860-562-2720

ReceiptFinancials

Total AUM
$560.2M
Accounts
639
Discretionary
$327.7M
Accounts
512
Non-Discretionary
$232.5M
Accounts
127

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
TRUSTEE AND OTHER FIDUCIARY FEES

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AZCACOCTDEFLGAILINLAMAMDMEMIMSNCNHNJNMNVNYOHOKPASCTNTXUTVAWV

HandshakeAffiliates

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Affiliates
Reported 23 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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