Financial Trust Asset Management Chartered
Financial Trust Asset Management Chartered is an SEC-registered mass-market adviser in Boca Raton, FL with $141.9M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Financial Trust Asset Management Chartered: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108998, SEC 801-132258, data through 2026-05-18.
- AUM (assets under management / regulatory AUM)
- $141.9M (2026-05-18)
- Firm type
- Mass-Market Adviser
- Location
- Boca Raton, FL
- Employees
- 5
- Clients
- 208
- CRD
- 108998
- Ownership
- MAYER, ARNO, OTTO; VIGRASS, GREGORY, MICHAEL; Hueston, Anthony, Stephen; Hage, Joseph, THOMAS; Fuller, Rashaunia, C
How much AUM does Financial Trust Asset Management Chartered have?
Financial Trust Asset Management Chartered reported $141.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-18).
Who owns Financial Trust Asset Management Chartered?
Disclosed owners and executives of Financial Trust Asset Management Chartered include MAYER, ARNO, OTTO, VIGRASS, GREGORY, MICHAEL, Hueston, Anthony, Stephen, Hage, Joseph, THOMAS, Fuller, Rashaunia, C. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.