Truston Asset Management

RIASEC RegisteredEst. 2012

Total AUM

$13.7B

Discretionary

$13.7B

100% of AUM

Avg account

$70.1M

Accounts

196

Employees

103

Advisory reps

Firm details

Headquarters: Seoul,
CRD number: 161610
Registered since: March 30, 2012
Website: www.trustonasset.com
Custodians: WOORI BANK, HANA BANK
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government51.77%
Pooled Investment Vehicles46.67%
Pension & Profit Sharing Plans1.02%
Insurance Companies0.45%
Banking / Thrift Institutions0.07%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Truston Asset Management is an institutional registered investment adviser that has been SEC-registered since 2012 and is structured as a corporation with individual ownership. The firm serves institutional clients and provides portfolio management across individuals and small businesses, pooled investment vehicles, and businesses or institutions. Its fee arrangements include both a percentage-of-AUM component and performance-based fees. Truston identifies as an active ESG investor and does not position itself as a multi-state adviser, pension consultant, or capital allocator.