Ge Financial Trust Company is an adviser based in Phoenix. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Arizona.
Ge Financial Trust Company provides portfolio management for investment companies. 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 advisory firm has a single stream of revenue. Clients pay Ge Financial Trust Company 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.
Michael James Cosgrove has been acting as President since 1 Jan 2002. Bradford Paul Wheeler joined the executive team most recently as the Presdident.
The principal office where Ge Financial Trust Company performs its advisory services is located at 3200 N. Central Avenue, Phoenix, AZ 85012, 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 602-282-7592 or by fax 602-282-7534. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.