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FINANCIAL TRUST ASSET MANAGEMENT CHARTERED

BOCA RATON, FL · CRD 108998 · IAPD ↗ · financialtrust.net · 561-391-8188

$141.9MRegulatory AUM
4Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
6States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
August 2025 — FINANCIAL TRUST ASSET MANAGEMENT CHARTERED notice-filed in GA, MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2025 — FINANCIAL TRUST ASSET MANAGEMENT CHARTERED (BOCA RATON, FL) is newly SEC-registered with $115.3M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.