Trust Fund Advisors Inc (Washington)

Name: Trust Fund Advisors Inc
Address: 1625 Eye Street, Nw, Washington, DC, 20006
Telephone: 202-682-7927

Trust Fund Advisors Inc is a large advisory firm based in Washington. It manages $1.26 billion of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2001.

Trust Fund Advisors provides 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.

Trust Fund Advisors: assets under management

The assets under management (AUM) of Trust Fund Advisors Inc is $1.26 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.26 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $26.21 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trust Fund Advisors Inc for their services and products based on a percentage of assets under management and performance-based 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 Trust Fund Advisors Inc

Grover Louis Mckean has been acting as President since 1 Dec 1999. Adam Mark Fried joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Anthony Carabillo	Vp, clo, & assistant secretary	1 Mar 1987	Other	4346656
James Wesley Luce	Executive vice president	1 Dec 1989	Other	4346655
Ullico Inc.	Beneficial owner	1 Jan 1990	75% - 100%	1579726
Kenneth James Brown	Director	1 Feb 1990	Other	4346681
Robert Anthony Georgine	Chairman and ceo	1 Dec 1990	Other	4346649
William Harrison Wynn	Director	1 May 1991	Other	4346684
John Joseph Barry	Director	1 May 1991	Other	4346686
Marvin John Boede	Director	1 May 1991	Other	4346688
Grover Louis Mckean	President	1 Dec 1999	Other	1367975
Teresa Elizabeth Valentine	Interim chief legal officer, chief compliance officer	1 Mar 2003	Other	4650888
Edward Grebow	Acting president	1 Aug 2003	Other	4731953
Terence Michael O'sullivan	Director	1 Aug 2003	Other	4731954
Theodore Thomas Green	General counsel	1 Aug 2003	Other	4731957
James Joseph Kennedy	Director, vp & asst treasurer	1 Dec 2003	Other	4752492
Jacquelyn Kay Nunez	Director	1 Dec 2003	Other	4752494
Jana Lee Pruitt	Director	1 Dec 2003	Other	4752496
Cathy Ann Humphrey	Vice president, investment operations	1 Mar 2004	Other	4899999
Cathy Ann Humphrey	Director, chief compliance officer	1 Dec 2004	Other	4899999
Michael Robert Chesman	Sr vp & general counsel	1 Mar 2006	Other	5120404
Mark Ernest Singleton	President, director	1 Jul 2006	Other	1963783
Amelia Hope Adams	Secretary/treasurer	1 Jul 2006	Other	4949897
Joseph Richard Linehan	Vp portfolio management, director	1 Jul 2006	Other	4951041
Adam Mark Fried	Treasurer	1 Aug 2006	Other	4949851
Adam Mark Fried	Secretary	1 Jan 2007	Other	4949851
Adam Mark Fried	Chief financial officer	1 Mar 2007	Other	4949851

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Ullico Inc.	Beneficial owner	1 Feb 1990	75% - 100%	52-1579726

Based in Washington

The principal office where Trust Fund Advisors Inc performs its advisory services is located at 1625 Eye Street, Nw, Washington, DC 20006, which is also the mailing address of the firm. An additional office of the firm is in Downers Grove, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-682-7927 or by fax 202-682-7897. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at trustfundadvisors.com.