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FINANCIAL TRUST ASSET MANAGEMENT CHARTERED
CRD 108998 · SEC 801-132258
10055 YAMATO ROAD, SUITE 103, BOCA RATON, FL, 33498-6102, United States
Phone
561-391-8188
Fax
561-391-7721
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$141.9M
Discretionary AUM
$137.9M
Team
5 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 151 | $35.6M |
| High net worth individuals | 49 | $91.2M |
| Pension/profit sharing plans | 2 | $12.8M |
| Charitable organizations | 1 | $853K |
| Corporations/business entities | 5 | $1.5M |
States served
GA, LA, MA, NY, NC, FL
All web addresses on file
- https://www.financialtrust.net/blog
- https://www.financialtrust.net/
- https://www.linkedin.com/in/john-sessa-202270208/
- https://www.linkedin.com/in/greg-vigrass-7a9a3b/
- https://www.linkedin.com/in/arnom1/
- https://www.linkedin.com/company/financial-trust-asset-management/
- https://www.linkedin.com/in/a-stephen-hueston-iv-cpa-cfp%C2%AE-6b340a168/
- https://www.huestonfinancialservices.com/
Official SEC filing: View on IAPD