Members Trust Company (Tampa)

Name: Members Trust Company
Address: 14025 Riveredge Drive, Suite 280, Tampa, FL, 33637
Telephone: 888-727-9191

Members Trust Company is a large advisory firm based in Tampa. It manages $168.26 million of regulatory assets for 2,725 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 19 other states.

Members Trust Company provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Members Trust Company: assets under management

The assets under management (AUM) of Members Trust Company is $168.26 million. The firm's AUM has grown by 375% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $102.72 million in discretionary accounts and $65.53 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $399.71 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $26.55 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Members Trust Company 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 Members Trust Company

Thomas Robert Dorety has been acting as President since 1 Apr 2003. Sheldon Bruce Reynolds joined the executive team most recently as the Senior Business Development Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Suncoast Schools Federal Credit Union	Owner	1 Apr 2003	50% - 75%	59-029-1451
Cuna Mutual Insurance Society	Owner	1 Apr 2003	25% - 50%	39-023-0590
Thomas E. Walker	President and chief executive officer	1 Apr 2003	Other	4631139
Thomas Robert Dorety	Director	1 Apr 2003	Other	4631142
Edgar Fred Callahan	Director	1 Apr 2003	Other	1668931
John Weldon Henry	Director	1 Apr 2003	Other	1910378
Jonathan Dyckman Rich	Director	1 Apr 2003	Other	4631148
Blaine Eugene Rieke	Director	1 Apr 2003	Other	2198402
Francis Sanford Quinn	Senior vice president	1 Apr 2003	Other	1047942
Denise Milinovich Giansante	Senior trust officer	1 Apr 2003	Other	4764817
Neil Archibald	Corporate counsel/compliance officer	1 Oct 2003	Other	4619527
John Marcus Largent	Senior investment officer	1 Apr 2004	Other	1823249
Sheldon Bruce Reynolds	Senior business development officer	1 Sep 2004	Other	2230422

Based in Tampa

The principal office where Members Trust Company performs its advisory services is located at 14025 Riveredge Drive, Suite 280, Tampa, FL 33637, 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 888-727-9191 or by fax 813-631-9898. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.memberstrust.com.