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Building 2TRUSTCO BANK

Map pinGLENVILLE, NY
Phone(518) 381-3644
NotebookSEC #801-61499
Total AUM
$886.5M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 SARNOWSKI DRIVE
GLENVILLE
NY 12302
USA
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(518) 381-3644

ReceiptFinancials

Total AUM
$886.5M
Accounts
1,056
Discretionary
$677.5M
Accounts
1,006
Non-Discretionary
$209M
Accounts
50

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 Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAMAMEMINHNJNYPATXVTWA

HandshakeAffiliates

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

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