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Financial Trust Asset Management Chartered (Boca Raton)


Financial Trust Asset Management Chartered is an adviser based in Boca Raton. It manages $50.59 million of regulatory assets for 319 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Louisiana, and New York.

Financial Trust Asset Management Chartered provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and portfolio management of private investment funds. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Financial Trust Asset Management Chartered: assets under management

The assets under management (AUM) of Financial Trust Asset Management Chartered is $50.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $50.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $158.58 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Financial Trust Asset Management Chartered for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boca Raton

The principal office where Financial Trust Asset Management Chartered performs its advisory services is located at 5100 Town Center Circle, Boca Raton, FL 33486, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-391-8188 or by fax 561-391-7721. The normal business hours are 9:00 am to 4:00 pm on Monday - Friday.


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