Be advised. This firm is no longer registered.

Exeter Trust Corp

Exeter Trust Corp (CRD# 106556) is a financial advisory firm headquartered in Cabin John, MD. They manage $16,877,564 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7945 Macarthur Blvd., Suite 206, Cabin John, MD 20818
http://exetertrust.com
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $649,137
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Exeter Trust Corp
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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