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 registered investment adviser organized as a corporation and owned by an individual. The firm is positioned to serve both high-net-worth individuals and families as well as institutional clients. Its advisory model charges fees as a percentage of assets under management and emphasizes traditional wealth management services: financial planning and discretionary portfolio management for individuals, small businesses, and institutional or business clients. The firm also lists pension consulting among its advisory capabilities. According to public filings, it became SEC-registered in 2025. It reports that it does not pursue ESG investing as a formal strategy and is not a multi-state adviser.