Trust Fund Advisors Inc is a large advisory firm based in Washington. It manages $1.26 billion of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2001.
Trust Fund Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Trust Fund Advisors Inc is $1.26 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Trust Fund Advisors Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Grover Louis Mckean has been acting as President since 1 Dec 1999. Adam Mark Fried joined the executive team most recently as the Chief Financial Officer.
The principal office where Trust Fund Advisors Inc performs its advisory services is located at 1625 Eye Street, Nw, Washington, DC 20006, which is also the mailing address of the firm. An additional office of the firm is in Downers Grove, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 202-682-7927 or by fax 202-682-7897. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at trustfundadvisors.com.