Northwestern Mutual Trust Company is a large advisory firm based in Milwaukee. It manages $511.21 million of regulatory assets for 424 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Connecticut, and 28 other states.
Northwestern Mutual Trust Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Northwestern Mutual Trust Company is $511.21 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4352% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Northwestern Mutual Trust Company for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Donald Ericson has been acting as President since 1 Aug 2000. Loran Michele Kaufman has served as the Chief Investment Officer since 1 Oct 2000. Mark John Mclennon joined the executive team most recently as the Vice President Advisory Services.
The principal office where Northwestern Mutual Trust Company performs its advisory services is located at 611 E. Wisconsin Avenue, Milwaukee, WI 53202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 877-888-6827 or by fax 414-665-5747. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.