Trust House, Inc. is a large advisory firm based in Ft. Lauderdale. It manages $94.2 million of regulatory assets for 1,122 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Florida, Georgia, and Maryland.
Trust House provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Trust House, Inc. is $94.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 249% 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 House, Inc. for their services and products based on a percentage of assets under management, hourly charges, 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.
Ray Blesi West has been acting as President since 1 May 1986. Anne Bateman West joined the executive team most recently as the Shareholder.
The principal office where Trust House, Inc. performs its advisory services is located at 4901 North Federal Hwy., Ft. Lauderdale, FL 33308, which is also the mailing address of the firm. An additional office of the firm is in Hunt Valley, MD. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 954-351-2088 or by fax 954-351-2089. The normal business hours are 9:00am - 5:30pm on Monday - Friday. You can find more information about the New York firm at www.trusthouseonline.com.