Metropolitan Bank And Trust Company (Highland Hills)

Name: Metropolitan Bank And Trust Company
Address: 22901 Mill Creek Blvd, Highland Hills, OH, 44122
Telephone: 216-206-1292

Metropolitan Bank And Trust Company is a large advisory firm based in Highland Hills. It manages $42.12 million of regulatory assets for 92 client accounts. It has been registered with the SEC as an adviser since 2002.

Metropolitan Bank And Trust Company provides 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.

Metropolitan Bank And Trust Company: assets under management

The assets under management (AUM) of Metropolitan Bank And Trust Company is $42.12 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $42.12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $457.78 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Metropolitan Bank And 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.

Careers at Metropolitan Bank And Trust Company

Robert R. Broadbent has been acting as President since 1 Apr 1992. Leonard Kichler joined the executive team most recently as the Executive Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Metropolitan Financial Corp.	Sole shareholder	1 Jan 1972	75% - 100%	34-1109469
Robert Martin Kaye	Chairman,chief executive officer and director	1 Apr 1987	Other	1310946
Malvin E. Bank	Director, vice chairman, assistant treasurer	1 Apr 1987	Other	4436227
Alfonse M. Mattia	Director	1 Apr 1987	Other	4436237
Ralph D. Ketchum	Director	1 Apr 1991	Other	4436236
Robert R. Broadbent	Director	1 Apr 1992	Other	4436228
James A. Karman	Director	1 Apr 1992	Other	4436234
David P. Miller	Director,treasurer, and assistant secretary	1 Apr 1992	Other	4436239
Majorie M> Carlson	Director	1 Apr 1994	Other	4436229
Lois K. Goodman	Director	1 Apr 1994	Other	4436231
Marguerite B. Humphrey	Director	1 Apr 1994	Other	4436232
David G. Slezak	General counsel	1 Oct 1998	Other	4437027
Kenneth Thomas Koehler	President, director,and chief operating officer	1 Jan 1999	Other	2248471
Donald F. Smith	Chief financial officer	1 Jan 2000	Other	4437025
Leonard Kichler	Executive vice president	1 Jul 2000	Other	4437016

Based in Highland Hills

The principal office where Metropolitan Bank And Trust Company performs its advisory services is located at 22901 Mill Creek Blvd, Highland Hills, OH 44122, 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 216-206-1292 or by fax 216-206-1290. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.metrobat.com.