Financial Trust Asset Management Chartered

Financial Trust Asset Management Chartered (CRD# 108998) is a financial advisory firm headquartered in Boca Raton, FL. They manage $87,875,954 in 312 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
10055 Yamato Road, Suite 103, Boca Raton, FL 33498
http://www.financialtrust.net
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    312
    ACCOUNTS
  • Average Account Value
    $281,654
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, NC, NY

Financial Advisors at Financial Trust Asset Management Chartered
Showing 1 - 2 of 2 top financial advisors.
1
Arno Mayer, financial advisor Delray Beach FL
Arno O. Mayer
CRD#: 1473484
Delray Beach, FL

Arno Mayer (CRD# 1473484) is an Investment Advisor Representative working at Financial Trust Asset Management Chartered in Delray Beach, FL and has over 32 years of experience in the finance industry.

2
John Sessa, financial advisor Boca Raton FL
John M. Sessa
CRD#: 7861126
10055 Yamato Road, Suite 103, Boca Raton, FL 33498

John Sessa (CRD# 7861126) is an Investment Advisor Representative working at Financial Trust Asset Management Chartered in Boca Raton, FL and has 1 year of experience in the finance industry.

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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