Travelers Bank & Trust, Fsb is a large advisory firm based in New York. It manages $2.86 billion of regulatory assets for 2,974 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Travelers Bank & Trust, Fsb provides portfolio management for individuals and small businesses 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.
The assets under management (AUM) of Travelers Bank & Trust, Fsb is $2.86 billion. The firm's AUM has grown by 588% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Travelers Bank & Trust, Fsb for their services and products based on a percentage of assets under management. 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.
James Carey has been acting as President since 1 Mar 2000. Edward James Orazem joined the executive team most recently as the Director.
The principal office where Travelers Bank & Trust, Fsb performs its advisory services is located at 153 E. 53 Rd St., 23 Rd Fl., New York, NY 10043, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-559-1212 or by fax 212-793-1626. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at citigroup.com.