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CENTRAL TRUST BANK
111 East Miller Street
Jefferson City, Missouri 65102
Tel: 573-634-1105
About CENTRAL TRUST BANK
CENTRAL TRUST BANK, formally registered with the SEC as CENTRAL TRUST BANK. The firm was established in 02/26/2009. They have over 1 offices throughout the country.
CENTRAL TRUST BANK is a Jefferson City, Missouri based Financial Planning firm with nearly $489,544,945 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149262 |
| SEC# | 801-69885 |
| Assets Managed by Firm | $489,544,945 |
| No. of Clients | 16 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 16 | $489,544,945 |
| Pension and profit sharing plans | Fewer than 5 clients | $227,363,769 |
| Charitable organizations | Fewer than 5 clients | $26,471,137 |
| Corporations or other businesses | 8 | $98,726,596 |
More Retirement Planning firms in Jefferson City, Missouri:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $306,242,186,324 | 282 | 390 | |
| $229,554,718,263 | 647 | 225 | |
| $169,541,361,944 | 13 | 218 | |
| $40,337,272,573 | 14 | 27 | |
| $37,481,639,918 | 40790 | 501 |
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