Adviser Profile
| As of Date | 04/02/2025 |
| Registration status | Registration Changed to FINANCIAL TRUST ASSET MANAGEMENT CHARTERED |
| ADV Location | BOCA RATON, FL, United States |
| Contact Info | 561 xxxxxxx |
| Websites |
| AUM* | 115,310,077 31% |
| of that, discretionary | 111,634,774 31% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 277,188 -2% |
| % High Net Worth | 27.97% 50% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds