STATETRUST CAPITAL, LLC.

1750 Clint Moore Road
Boca Raton, Florida 33487
Tel: 305-921-8101

About STATETRUST CAPITAL, LLC.

STATETRUST CAPITAL, LLC, formally registered with the SEC as STATETRUST CAPITAL, LLC. The firm was established in 08/10/2001. They have over 1 offices throughout the country.

STATETRUST CAPITAL, LLC. is a Boca Raton, Florida based Financial Planning firm with nearly $101,557,000 assets under management, offering retirement planning & investment advisory services to 279 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	114052
SEC#	801-60478
Assets Managed by Firm	$101,557,000
No. of Clients	279
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	279	$101,557,000
Individuals (other than high net worth individuals)	254	$78,720,000

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