FINANCIAL TRUST ASSET MANAGEMENT CHARTERED
SEC RegisteredAbout the firm
Financial Trust Asset Management is an investment advisory firm based in Boca Raton, Florida, that has been named to the PSN Top Guns List of Best Performing Strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial and retirement planning, integrated tax planning, asset allocation models, proprietary investment strategies, and outsource chief investment officer services.
Who they serve
Individual investors, investment professionals, and corporate retirement plans.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 151 | $36M |
| High Net Worth Individuals | 49 | $91M |
| Charitable Organizations | 2 | $13M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.25% |
| $2,000,000 to $5,000,000 | 1.00% |
| Over $5,000,000 | 0.00% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FINANCIAL TRUST ASSET MANAGEMENT CHARTERED has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.