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TRUSTAGE INVESTMENT MANAGEMENT
5910 Mineral Point Rd
Madison, Wisconsin 53705
Tel: 6082385851
About TRUSTAGE INVESTMENT MANAGEMENT
TRUSTAGE INVESTMENT MANAGEMENT, formally registered with the SEC as TRUSTAGE INVESTMENT MANAGEMENT. The firm was established in 01/04/1983. They have over 2 offices throughout the country.
TRUSTAGE INVESTMENT MANAGEMENT is a Madison, Wisconsin based Financial Planning firm with nearly $35,460,961,000 assets under management, offering retirement planning & investment advisory services to 350 clients. The firm is staffed with 64 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105960 |
| SEC# | 801-18140 |
| Assets Managed by Firm | $35,460,961,000 |
| No. of Clients | 350 |
| No. of Advisors | 64 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (FEE FROM AFFILIATES.)
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 350 | $35,460,961,000 |
| Pension and profit sharing plans | 333 | $5,918,767,000 |
| Corporations or other businesses | 9 | $2,628,113,000 |
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