Trust House, Inc. (Ft. Lauderdale)

Name: Trust House, Inc.
Address: 4901 North Federal Hwy., Ft. Lauderdale, FL, 33308
Telephone: 954-351-2088

Trust House, Inc. is a large advisory firm based in Ft. Lauderdale. It manages $94.2 million of regulatory assets for 1,122 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Florida, Georgia, and Maryland.

Trust House 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 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Trust House: assets under management

The assets under management (AUM) of Trust House, Inc. is $94.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 249% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $94.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $83.96 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trust House, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Trust House, Inc.

Ray Blesi West has been acting as President since 1 May 1986. Anne Bateman West joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ray Blesi West	President	1 May 1986	75% - 100%	463862
Robert Edward West	Executive vice president	1 Jan 2003	Other	4714123
Ray Blesi West	Chairman and chief investment officer	1 Nov 2005	25% - 50%	463862
Robert Edward West	President & chief compliance officer	1 Nov 2005	25% - 50%	4714123
James David Dean	Executive vice president	1 Nov 2005	Other	3079920
Anne Bateman West	Shareholder	1 Aug 2008	25% - 50%	5639811

Based in Ft. Lauderdale

The principal office where Trust House, Inc. performs its advisory services is located at 4901 North Federal Hwy., Ft. Lauderdale, FL 33308, which is also the mailing address of the firm. An additional office of the firm is in Hunt Valley, MD. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 954-351-2088 or by fax 954-351-2089. The normal business hours are 9:00am - 5:30pm on Monday - Friday. You can find more information about the New York firm at www.trusthouseonline.com.