Trustage Investment Management
Trustage Investment Management (CRD# 105960) is a financial advisory firm headquartered in Madison, WI. They manage $35,460,961,000 in 350 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management35,461MILLION
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Total Number of Accounts350ACCOUNTS
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Average Account Value$101,317,031
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Tracy New (CRD# 3202474) is an Investment Advisor Representative working at Trustage Investment Management in Chesterfield, VA and has over 5 years of experience in the finance industry.
Anthony Potthast (CRD# 3088264) is an Investment Advisor Representative working at Trustage Investment Management in Madison, WI and has over 25 years of experience in the finance industry.
Thomas Preusker (CRD# 4356250) is an Investment Advisor Representative working at Trustage Investment Management in Madison, WI and has over 20 years of experience in the finance industry.
Andrea Rodgers (CRD# 2842719) is an Investment Advisor Representative working at Trustage Investment Management in Madison, WI and has over 24 years of experience in the finance industry.
Juan Schmelzle (CRD# 6429320) is an Investment Advisor Representative working at Trustage Investment Management in Madison, WI and has over 8 years of experience in the finance industry.
Michael Smith (CRD# 6022378) is an Investment Advisor Representative working at Trustage Investment Management in Madison, WI and has over 11 years of experience in the finance industry.
David Bernier (CRD# 1422500) is an Investment Advisor Representative working at Trustage Investment Management in Lansing, MI and has over 7 years of experience in the finance industry.
William Cavalier (CRD# 6187696) is an Investment Advisor Representative working at Trustage Investment Management in Madison, WI and has over 4 years of experience in the finance industry.