Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > wisconsin > madison > TRUSTAGE INVESTMENT MANAGEMENT
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 $32,032,395,000 assets under management, offering retirement planning & investment advisory services to 361 clients. The firm is staffed with 62 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 105960 |
| SEC# | 801-18140 |
| Assets Managed by Firm | $32,032,395,000 |
| No. of Clients | 361 |
| No. of Advisors | 62 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other(FEE FROM AFFILIATES.)
Advisory Services Provided
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 361 | $32,032,395,000 |
| Pension and profit sharing plans | 344 | $5,298,323,000 |
| Corporations or other businesses | 9 | $2,286,713,000 |
More Retirement Planning firms in Madison, Wisconsin:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $262,082,656,098 | 19 | 209 |
| $247,790,348,025 | 316065 | 4071 | |
| $128,675,520,784 | 272 | 483 | |
| $25,569,711,808 | 27 | 12 | |
| $13,213,149,862 | 831 | 26 |
Explore More Retirement Advisors in Madison, Wisconsin