U.S. Trust Company Of Florida Savings Bank (Palm Beach)
U.S. Trust Company Of Florida Savings Bank is a large advisory firm based in Palm Beach. It manages $3.21 billion of regulatory assets for 1,620 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
U.S. Trust Company Of Florida Savings Bank provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
U.S. Trust Company Of Florida Savings Bank: assets under management
The assets under management (AUM) of U.S. Trust Company Of Florida Savings Bank is $3.21 billion. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay U.S. Trust Company Of Florida Savings Bank for their services and products based on a percentage of assets under management and fixed fees. 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 U.S. Trust Company Of Florida Savings Bank
Richard Gerard Mcdermott has been acting as President since 1 Apr 1998. Craig Lee Walling joined the executive team most recently as the Chairman, President, Ceo & Director U.S. Trust Company.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 1 indirect owner.Based in Palm Beach
The principal office where U.S. Trust Company Of Florida Savings Bank performs its advisory services is located at 132 Royal Palm Way, Palm Beach, FL 33480 4285, which is also the mailing address of the firm. An additional office of the firm is in Naples, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-659-1550 or by fax 561-655-2053. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.ustrust.com.
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