FINANCIAL TRUST ASSET MANAGEMENT CHARTERED
CRD #108998 SEC #801-132258 BOCA RATON, FL 561-391-8188
SEC Registered
Total AUM
$115.3M
Discretionary
$111.6M
Employees
5
Clients
1
Accounts
416
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $115.3M | $111.6M | $3.7M | 5 | 0 |
| Jul 2025 | $115.3M | $111.6M | $3.7M | 5 | 0 |
| Jul 2025 | $115.3M | $111.6M | $3.7M | 4 | 0 |
| Apr 2025 | $115.3M | $111.6M | $3.7M | 4 | 0 |
| Mar 2025 | $115.3M | $111.6M | $3.7M | 4 | 0 |
| Feb 2025 | $115.3M | $111.6M | $3.7M | 4 | 0 |
| Feb 2025 | $115.3M | $111.6M | $3.7M | 4 | 0 |
| Jul 2012 | $50.6M | $50.6M | $0 | 1 | 26 |
| Jun 2012 | $50.6M | $50.6M | $0 | 1 | 26 |
| May 2012 | $50.6M | $50.6M | $0 | 1 | 26 |
| Mar 2012 | $50.6M | $50.6M | $0 | 1 | 26 |
| Mar 2011 | $46.6M | $46.6M | $0 | 5 | -- |
| Feb 2007 | $47.4M | $47.4M | $0 | 5 | -- |
| Dec 2006 | $46.1M | $46.1M | $0 | 5 | -- |
| Feb 2006 | $41.3M | $41.3M | $0 | 5 | -- |
| Sep 2005 | $34.9M | $34.9M | $0 | 5 | -- |
| Apr 2004 | $59.7M | $59.7M | $0 | 5 | -- |
| Apr 2002 | $25.9M | $25.9M | $0 | 5 | -- |
| Mar 2002 | $25.9M | $25.9M | $0 | 5 | -- |
DateNov 2025
Total AUM$115.3M
Discretionary$111.6M
Non-Disc.$3.7M
Employees5
Clients0
DateJul 2025
Total AUM$115.3M
Discretionary$111.6M
Non-Disc.$3.7M
Employees5
Clients0
DateJul 2025
Total AUM$115.3M
Discretionary$111.6M
Non-Disc.$3.7M
Employees4
Clients0
DateApr 2025
Total AUM$115.3M
Discretionary$111.6M
Non-Disc.$3.7M
Employees4
Clients0
DateMar 2025
Total AUM$115.3M
Discretionary$111.6M
Non-Disc.$3.7M
Employees4
Clients0
DateFeb 2025
Total AUM$115.3M
Discretionary$111.6M
Non-Disc.$3.7M
Employees4
Clients0
DateFeb 2025
Total AUM$115.3M
Discretionary$111.6M
Non-Disc.$3.7M
Employees4
Clients0
DateJul 2012
Total AUM$50.6M
Discretionary$50.6M
Non-Disc.$0
Employees1
Clients26
DateJun 2012
Total AUM$50.6M
Discretionary$50.6M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$50.6M
Discretionary$50.6M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$50.6M
Discretionary$50.6M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$46.6M
Discretionary$46.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$47.4M
Discretionary$47.4M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$46.1M
Discretionary$46.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$41.3M
Discretionary$41.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$34.9M
Discretionary$34.9M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$59.7M
Discretionary$59.7M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$25.9M
Discretionary$25.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$25.9M
Discretionary$25.9M
Non-Disc.$0
Employees5
Clients--