Legg Mason Trust Company, National Association (Baltimore)

Legg Mason Trust Company, National Association is a large advisory firm based in Baltimore. It manages $6.38 billion of regulatory assets for 814 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, California, Delaware, and 4 other states.

Legg Mason Trust Company, National Association provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Legg Mason Trust Company, National Association: assets under management

The assets under management (AUM) of Legg Mason Trust Company, National Association is $6.38 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.44 billion in discretionary accounts and $1.95 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $31.93 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.88 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Legg Mason Trust Company, National Association for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Legg Mason Trust Company, National Association

William Fownes Blue has been acting as President since 1 Sep 1999. Peter Lanning Bain joined the executive team most recently as the Director.

Direct owners and executive officers

Based in Baltimore

The principal office where Legg Mason Trust Company, National Association performs its advisory services is located at 100 Light St, Baltimore, MD 21202, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 410-454-2171 or by fax 410-454-3154. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.leggmason.com.

Registered investment advisers similar to Legg Mason Trust Company, National Association

• Bny Mellon Arx Investimentos Ltda
• Scout Capital Management, L.L.C
• East End Advisors
• Libremax Capital
• Echo Street Capital Management
• Landmark Realty Advisors
• Knight, Bain, Seath & Holbrook Capital Management
• Mycfo Investment Advisory Services
• Legg Mason Trust Fsb
• Harding Loevner Management
• Kms Financial Services
• Baring Asset Management
• Trilantic Capital Management
• Gluskin Sheff + Associates
• Morningstar Investment Services