Overview
Assets Under Management: $142 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 49
Average Client Assets: $1.9 million
Frequently Asked Questions
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108998), FINANCIAL TRUST ASSET MANAGEMENT CHARTERED is subject to fiduciary duty under federal law.
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED is headquartered in BOCA RATON, FL.
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED serves 49 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, FINANCIAL TRUST ASSET MANAGEMENT CHARTERED offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED manages $142 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, FINANCIAL TRUST ASSET MANAGEMENT CHARTERED serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.25%
Average Client Assets: $1.9 million
Total Client Accounts: 400
Discretionary Accounts: 393
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 108998
Filing ID: 2053334
Last Filing Date: 2026-03-31 16:46:51