TRUST ADVISORS LLC
CRD #106911 SEC #801-53094 FAIRFIELD, CT 203-382-0100
SEC Registered
Total AUM
$200M
Discretionary
$0
Employees
5
Clients
0
Accounts
2
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 7, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PORTNOY, MICHAEL, ERIC | I | TREAS. OF APPLICANT & MANAGER | NA | Control |
| PORTNOY, MICHAEL, ERIC | I | TREAS. OF APPLICANT & MANAGER | NA | Control |
| PORTNOY, MICHAEL, ERIC | I | TREAS. OF APPLICANT & MANAGER | NA | Control |
| PORTNOY, MICHAEL, ERIC | I | TREAS. OF APPLICANT & MANAGER | NA | Control |
| PORTNOY, MICHAEL, ERIC | I | TREAS. OF APPLICANT & MANAGER | NA | Control |
| PORTNOY, MICHAEL, ERIC | I | TREAS. OF APPLICANT & MANAGER | NA | Control |
| PORTNOY, MICHAEL, ERIC | I | TREAS. OF APPLICANT & MANAGER | NA | Control |
| TONUCCI, MARK, RICHARD | I | PRES. OF APPLICANT&MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TONUCCI, MARK, RICHARD | I | PRES. OF APPLICANT&MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TONUCCI, MARK, RICHARD | I | PRES. OF APPLICANT&MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TONUCCI, MARK, RICHARD | I | PRES. OF APPLICANT&MANAGER | NA | Control |
| TONUCCI, MARK, RICHARD | I | PRES. OF APPLICANT&MANAGER | NA | Control |
| TONUCCI, MARK, RICHARD | I | PRES. OF APPLICANT&MANAGER | NA | Control |
| TONUCCI, MARK, RICHARD | I | PRES. OF APPLICANT&MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ASSET ALLIANCE HOLDING CORP. | DE | OWNER OF MEMBERSHIP INTEREST | D | Control |
| ASSET ALLIANCE HOLDING CORP. | DE | OWNER OF MEMBERSHIP INTEREST | D | Control |
| ASSET ALLIANCE HOLDING CORP. | DE | OWNER OF MEMBERSHIP INTEREST | D | Control |
| ASSET ALLIANCE HOLDING CORP. | DE | OWNER OF MEMBERSHIP INTEREST | D | Control |
| ASSET ALLIANCE HOLDING CORP. | DE | OWNER OF MEMBERSHIP INTEREST | D | Control |
| ASSET ALLIANCE HOLDING CORP. | DE | OWNER OF MEMBERSHIP INTEREST | D | Control |
| ASSET ALLIANCE HOLDING CORP. | DE | OWNER OF MEMBERSHIP INTEREST | D | Control |
| TRUST ADVISORY GROUP, INC. | DE | MANAGER | C | |
| TRUST ADVISORY GROUP, INC. | DE | MANAGER | C | |
| TRUST ADVISORY GROUP, INC. | DE | MANAGER | C | |
| TRUST ADVISORY GROUP, INC. | DE | MANAGER | C | |
| TRUST ADVISORY GROUP, INC. | DE | MANAGER | C | |
| TRUST ADVISORY GROUP, INC. | DE | MANAGER | C | |
| TRUST ADVISORY GROUP, INC. | DE | MANAGER | C |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ARTHUR J. GALLAGHER & CO. INC. | DE | AJG FINANCIAL SERVICES, INC. ("FSI") | E | Control |
| ARTHUR J. GALLAGHER & CO. INC. | DE | AJG FINANCIAL SERVICES, INC. ("FSI") | E | Control |
| ARTHUR J. GALLAGHER & CO. INC. | DE | AJG FINANCIAL SERVICES, INC. ("FSI") | E | Control |
| ARTHUR J. GALLAGHER & CO. INC. | DE | AJG FINANCIAL SERVICES, INC. ("FSI") | E | Control |
| ARTHUR J. GALLAGHER & CO. INC. | DE | AJG FINANCIAL SERVICES, INC. ("FSI") | E | Control |
| ARTHUR J. GALLAGHER & CO. INC. | DE | AJG FINANCIAL SERVICES, INC. ("FSI") | E | Control |
| ASSET ALLIANCE CORPORATION | DE | ASSET ALLIANCE HOLDING CORPORATION ("AAHC") | E | |
| ASSET ALLIANCE CORPORATION | DE | ASSET ALLIANCE HOLDING CORPORATION ("AAHC") | E | |
| ASSET ALLIANCE CORPORATION | DE | ASSET ALLIANCE HOLDING CORPORATION ("AAHC") | E | |
| ASSET ALLIANCE CORPORATION | DE | ASSET ALLIANCE HOLDING CORPORATION ("AAHC") | E | |
| ASSET ALLIANCE CORPORATION | DE | ASSET ALLIANCE HOLDING CORPORATION ("AAHC") | E | |
| ASSET ALLIANCE CORPORATION | DE | ASSET ALLIANCE HOLDING CORPORATION ("AAHC") | E | |
| ASSET ALLIANCE CORPORATION | DE | ASSET ALLIANCE HOLDING CORPORATION ("AAHC") | E | |
| PORTNOY, MICHAEL, ERIC | I | TRUST ADVISORY GROUP, INC. | D | Control |
| PORTNOY, MICHAEL, ERIC | I | TRUST ADVISORY GROUP, INC. | D | Control |
| PORTNOY, MICHAEL, ERIC | I | TRUST ADVISORY GROUP, INC. | D | Control |
| PORTNOY, MICHAEL, ERIC | I | TRUST ADVISORY GROUP, INC. | D | Control |
| PORTNOY, MICHAEL, ERIC | I | TRUST ADVISORY GROUP, INC. | D | Control |
| PORTNOY, MICHAEL, ERIC | I | TRUST ADVISORY GROUP, INC. | D | Control |
| PORTNOY, MICHAEL, ERIC | I | TRUST ADVISORY GROUP, INC. | D | Control |
| TONUCCI, MARK, RICHARD | I | TRUST ADVISORY GROUP, INC. | D | Control |
| TONUCCI, MARK, RICHARD | I | TRUST ADVISORY GROUP, INC. | D | Control |
| TONUCCI, MARK, RICHARD | I | TRUST ADVISORY GROUP, INC. | D | Control |
| TONUCCI, MARK, RICHARD | I | TRUST ADVISORY GROUP, INC. | D | Control |
| TONUCCI, MARK, RICHARD | I | TRUST ADVISORY GROUP, INC. | D | Control |
| TONUCCI, MARK, RICHARD | I | TRUST ADVISORY GROUP, INC. | D | Control |
| TONUCCI, MARK, RICHARD | I | TRUST ADVISORY GROUP, INC. | D | Control |
| AJG FINANCIAL SERVICES, INC. | DE | ASSET ALLIANCE CORPORATION ("AAC") | C | |
| AJG FINANCIAL SERVICES, INC. | DE | ASSET ALLIANCE CORPORATION ("AAC") | C | |
| AJG FINANCIAL SERVICES, INC. | DE | ASSET ALLIANCE CORPORATION ("AAC") | C | |
| AJG FINANCIAL SERVICES, INC. | DE | ASSET ALLIANCE CORPORATION ("AAC") | C | |
| AJG FINANCIAL SERVICES, INC. | DE | ASSET ALLIANCE CORPORATION ("AAC") | C | |
| AJG FINANCIAL SERVICES, INC. | DE | ASSET ALLIANCE CORPORATION ("AAC") | C |
Registrations
Federal
IA
Sep 7, 2005 REGISTERED
Notice Filings (1)
CT
Address
501 KINGS HWY EASTSTE 304
FAIRFIELD, CT 6825
USA
Phone: 203-382-0100