INDEPENDENCE TRUST COMPANY
CRD #129245 SEC #801-62673 FRANKLIN, TN 615-591-0044
SEC Registered
Total AUM
$438.3M
Discretionary
$364.7M
Employees
10
Clients
--
Accounts
571
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2006 | $577.4M | $478.9M | $98.5M | 10 | -- |
| Sep 2005 | $438.3M | $364.7M | $73.6M | 10 | -- |
| Feb 2005 | $438.3M | $364.7M | $73.6M | 10 | -- |
| May 2004 | $350M | $236M | $114M | 10 | -- |
| Apr 2004 | $350M | $236M | $114M | 10 | -- |
| Jan 2004 | $350M | $236M | $114M | 10 | -- |
DateMar 2006
Total AUM$577.4M
Discretionary$478.9M
Non-Disc.$98.5M
Employees10
Clients--
DateSep 2005
Total AUM$438.3M
Discretionary$364.7M
Non-Disc.$73.6M
Employees10
Clients--
DateFeb 2005
Total AUM$438.3M
Discretionary$364.7M
Non-Disc.$73.6M
Employees10
Clients--
DateMay 2004
Total AUM$350M
Discretionary$236M
Non-Disc.$114M
Employees10
Clients--
DateApr 2004
Total AUM$350M
Discretionary$236M
Non-Disc.$114M
Employees10
Clients--
DateJan 2004
Total AUM$350M
Discretionary$236M
Non-Disc.$114M
Employees10
Clients--