Financial Trust Asset Management Chartered

RIASEC RegisteredEst. 2025

Total AUM

$142M

Discretionary

$138M

97% of AUM

Avg account

$355K

Accounts

400

Employees

Advisory reps

Firm details

Headquarters: Boca Raton, Florida
CRD number: 108998
Registered since: March 31, 2025
Website: www.financialtrust.net
Custodians: CHARLES SCHWAB & CO., INC., GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure: Percentage of AUM
Client types: HNWI64.25%
Individuals25.05%
Pension & Profit Sharing Plans9.05%
Corporations / Businesses1.04%
Charitable Organizations0.6%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Financial Trust Asset Management Chartered is an independent, privately owned registered investment adviser organized as a corporation. The firm lists its client base as both individuals/families and institutional clients and charges fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting services. The firm does not identify as an active ESG investor and is not a multi-state adviser. The firm is SEC-registered (registration year listed as 2025) and does not act as a capital allocator; alternative strategies are accessed through third-party managers rather than in-house funds. Industry relationships include affiliations with an accountant and an insurance company.