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Building 2COUNTRY TRUST BANK

Map pinBLOOMINGTON, IL
Phone800-422-8261
NotebookSEC #801-57383
Total AUM
$10.9B
Employees
751
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1705 N. TOWANDA AVENUE
BLOOMINGTON
IL 61702-2020
USA
Operating Hours
8:15AM TO 4:30PM
Monday - Friday
Phone
800-422-8261

ReceiptFinancials

Total AUM
$10.9B
Accounts
6,527
Discretionary
$10.4B
Accounts
2,888
Non-Discretionary
$501.6M
Accounts
3,639

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Misdemeanor ConvictionOther Regulator Denial/Suspension/RevocationSRO Discipline/Expulsion/Suspension
State Registrations
AKALAZCACOFLGAIAIDILINKSKYMNMONDNENVOHOKORTNTXVTWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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