RIA Intel›Advisers›Florida›FINANCIAL TRUST ASSET MANAGEMENT CHARTERED

FINANCIAL TRUST ASSET MANAGEMENT CHARTERED

Advisory

N·BOCA RATON, FL

Data as of May 18, 2026 · Source: SEC Form ADV

Total AUM
$142M
1-Year AUM Growth
+8.6%
3-Year CAGR
+9.5%
Employees
4
Assets Under Management
Total AUM$142M
Discretionary AUM$138M
Non-Discretionary AUM$4M
Discretionary %97.2%
Total Clients143
Team
Total Employees4
Investment Advisers5
Employee Growth (1Y)—
Filing History
Total Filings on Record21
First FilingMar 22, 2001
Latest FilingMay 18, 2026
🔒 Full AUM trend chart and 21 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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