Trustco Bank is a large advisory firm based in Glenville. It manages $886.49 million of regulatory assets for 1,056 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Arizona, California, Colorado, and 13 other states.
Trustco Bank 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 499 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Trustco Bank is $886.49 million. The firm's AUM has gone down by -11% 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 Trustco Bank 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.
Barton Anthony Andreoli has been acting as President since 1 Jul 2000. Thomas O'rourke Maggs joined the executive team most recently as the Director.
The principal office where Trustco Bank performs its advisory services is located at 3 Sarnowski Drive, Glenville, NY 12302, which is also the mailing address of the firm. An additional office of the firm is in Orlando, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (518) 381-3644 or by fax (518) 381-3608. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at trustcobank.com.