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Building 2U.S. TRUST COMPANY OF FLORIDA SAVINGS BANK

Map pinPALM BEACH, FL
Phone561-659-1550
NotebookSEC #801-60275
Total AUM
$3.2B
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
132 ROYAL PALM WAY
PALM BEACH
FL 33480-4285
USA
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
561-659-1550

ReceiptFinancials

Total AUM
$3.2B
Accounts
1,620
Discretionary
$1.7B
Accounts
1,039
Non-Discretionary
$1.5B
Accounts
581

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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