UTC FUND SERVICES, INC.
Total AUM
$50K
Employees
11Clients
1Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
C/O TRINIDAD & TOBAGO UNIT TRUST CORPORATION
UTC FINANCIAL CENTRE 82 INDEPENDENCE SQUARE
PORT OF SPAIN
Trinidad and Tobago
UTC FINANCIAL CENTRE 82 INDEPENDENCE SQUARE
PORT OF SPAIN
Trinidad and Tobago
Operating Hours
8 A.M. TO 4 P.M.
Monday - Friday
Monday - Friday
Phone
868-624-8648
Financials
Total AUM
$50K
Accounts
1Discretionary
$50K
Accounts
1Non-Discretionary
$0
Accounts
0
Clients
Investment Company Clients
1AUM
$50K
Services
Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
SRO False Statement FindingSRO Rule Violation
State Registrations
None reported
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.