Trust And Fiduciary Management Services, Inc.

Trust And Fiduciary Management Services, Inc. (CRD# 110240) is a financial advisory firm headquartered in Hasbrouck Heights, NJ. They manage $115,653,185 in 87 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $1,329,347
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, IL, MA, MD, ME, NH, NJ, NY, OH, PA, RI, TX

Financial Advisors at Trust And Fiduciary Management Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Steven C. Carhart
CRD#: 1942340
500 Route 17, Suite 208 A, Hasbrouck Heights, NJ 07604
96
Wealthminder
score

Steven Carhart (CRD# 1942340) is an Investment Advisor Representative working at Trust And Fiduciary Management Services, Inc. in Hasbrouck Heights, NJ and has over 22 years of experience in the finance industry.

2
James M. Copell
CRD#: 6385243
500 Route 17, Suite 208 A, Hasbrouck Heights, NJ 07604
88
Wealthminder
score

James Copell (CRD# 6385243) is an Investment Advisor Representative working at Trust And Fiduciary Management Services, Inc. in Hasbrouck Heights, NJ and has over 2 years of experience in the finance industry.

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