Trustfirst
Firm details
- Headquarters
- Knoxville, Tennessee
- CRD number
- 39057
- Registered since
- October 27, 1995
- Website
- www.trustfirst.com
Firm profile
FINTRXOverview
Trustfirst is a corporate, SEC-registered investment adviser that has been registered since 1995. The firm is owned by an individual and is classified in the data as unclassified. It is flagged as an active ESG investor and is not identified as a capital allocator, multi-state adviser, pension consultant, or related adviser. Trustfirst has not provided detail on its client segments, fee arrangements, specific business activities, or advisory models in the source data.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Non-Exchange Traded Equities19%
- Cash & Cash Equivalents11%
- Other1%
Contacts
1 of 1Donald Taylor
PresidentCRD 725947
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Knoxville, TN
Knox
Location
Knoxville, TN
Headquartered in Knoxville, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.
- Metro area
- Knoxville-Morristown-Sevierville, TN
- Region
- South
- County
- Knox
- Address
- 5908 Toole Dr
- Time zone
- CT (UTC-6)
- Office locations
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