Aal Trust Co Fsb is a large advisory firm based in Appleton. It manages $87.06 million of regulatory assets for 296 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, New York, and Texas.
Aal Trust Co Fsb 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 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aal Trust Co Fsb is $87.06 million. 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 advisory firm has several streams of revenue. Clients pay Aal Trust Co Fsb 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.
James Herman Abitz has been acting as President since 1 Jul 1999. Alan Rutherford Blake joined the executive team most recently as the Vice President & Managing Trust Officer.
The principal office where Aal Trust Co Fsb performs its advisory services is located at 125 N Superior St, Appleton, WI 54911 4728 The mailing address of the firm is P.O. Box 2817, Appleton, WI 54912 2817. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 877-225-8345 or by fax 877-225-8346. The normal business hours are 8:00 a.m to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at aal.org/trust.