Ge Financial Trust Company (Phoenix)


Ge Financial Trust Company is an adviser based in Phoenix. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Arizona.

Ge Financial Trust Company provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ge Financial Trust Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ge Financial Trust Company

Michael James Cosgrove has been acting as President since 1 Jan 2002. Bradford Paul Wheeler joined the executive team most recently as the Presdident.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Gerard Peter Dipoto Director, president 1 Feb 1997 Other 1723657
Centurion Capital Group Inc. Sole shareholder of ge financial trust company 1 Dec 1997 75% - 100% 86-0898056
Ronald Andrew Link Vice president, cfo 1 Mar 1998 Other 4381656
Bethann Cothard Roberts Director, chairperson of the board, chief executive officer 1 Jan 2002 Other 4020003
Michael James Cosgrove Director 1 Jan 2002 Other 2337078
Regina Marie Fink Vice president & senior counsel 1 May 2002 Other 2032996
Bradford Paul Wheeler Vice presdident 1 Jul 2002 Other 1776638
Dexter Sage Buck Chief compliance officer 1 Jan 2003 Other 1824490
Pamela S. Schutz Director and chairperson of the board 1 Nov 2003 Other 4593790
Bradford Paul Wheeler Presdident 1 Feb 2004 Other 1776638
Gurinder S. Ahluwalia Director and chairperson of the board 1 Feb 2004 Other 4783310
Robert Thomas Methven Director 1 Feb 2004 Other 3004179

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Ge Capital Services Sole shareholder 1 Dec 1995 75% - 100% 06-1109503
General Electric Company Sole shareholder 1 Dec 1995 75% - 100% 14-0689340
Ge Capital Corp. Sole shareholder 1 Nov 1996 75% - 100% 13-1500700
Inc. Ge Financial Assurance Holdings Sole shareholder 1 Dec 2001 75% - 100% 54-1829180

Based in Phoenix

The principal office where Ge Financial Trust Company performs its advisory services is located at 3200 N. Central Avenue, Phoenix, AZ 85012, 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 602-282-7592 or by fax 602-282-7534. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.