Gartmore Sa Capital Trust is a large advisory firm based in Conshohocken. It manages $1.62 billion of regulatory assets for 431 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Gartmore Sa Capital Trust provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gartmore Sa Capital Trust is $1.62 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 117% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Gartmore Sa Capital Trust for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Paul James Hondros has been acting as President since 1 Mar 1999. Stephen Timothy Grugeon joined the executive team most recently as the Executive Vice President, Nwd Investments.
The principal office where Gartmore Sa Capital Trust performs its advisory services is located at 5 Tower Bridge, Conshohocken, PA 19428, which is also the mailing address of the firm. An additional office of the firm is in Troy, MI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-238-3600 or by fax 610-238-3660. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.gartmoreglobalinvestments.com.