Trust Advisory Group Ltd is a large advisory firm based in Woburn. It manages $312.11 million of regulatory assets for 1,365 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Connecticut, and 25 other states.
Trust Advisory Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Trust Advisory Group Ltd is $312.11 million. The firm's AUM has grown by 104% 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 Trust Advisory Group Ltd 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.
The firm provides services to individuals, charitable organizations, other investment advisers, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Stephen Charles Olsson is individuals with 1,005 clients and $175.43 million of assets under management. Among the 8 most similar advisory firms, Trust Advisory Group has the 3rd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $312.11 million for 1,365 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Trust Advisory Group doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Stephen Charles Olsson has been acting as President since 1 Mar 1994. Robert Kelly joined the executive team most recently as the Cco.
The principal office where Trust Advisory Group Ltd performs its advisory services is located at 444 Washington Street, Woburn, MA 01801, which is also the mailing address of the firm. An additional office of the firm is in Warwick, RI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 781-933-6100 or by fax 781-933-6101. 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 trustadvisorygroup.com.