FINANCIAL TRUST ASSET MANAGEMENT CHARTERED
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $141.9M |
| Discretionary | $137.9M97% of AUM |
| Non-Discretionary | $4.0M |
| Client Accounts | 400 |
| Avg Account Size | $355K |
| Employees | 5 |
| Peak AUM | $141.9MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $142M | +23.1% | — | — | |
| Discretionary AUM | $138M | ||||
Key Metrics
| Total AUM | $141.9M |
| Discretionary | $137.9M |
| Employees | 5 |
| Client Accounts | 400 |
| Client Range | 1-10 |
Contact & Location
Address
10055 YAMATO ROAD
BOCA RATON FL 33498-6102
Phone
561-391-8188
Filing History
36 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$138M
97.2% of AUM
Non-Discretionary
$4M
2.8% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Insurance CompanyPension Consultant