Massmutual Trust Co Fsb (Hartford)

Name: Massmutual Trust Co Fsb
Address: 140 Garden Street, Hartford, CT, 06154
Telephone: 860-987-2720

Massmutual Trust Co Fsb is a large advisory firm based in Hartford. It manages $272.12 million of regulatory assets for 157 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Massachusetts, and Michigan.

Massmutual Trust Co Fsb provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Massmutual Trust Co Fsb: assets under management

The assets under management (AUM) of Massmutual Trust Co Fsb is $272.12 million. The firm's AUM has grown by 172% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $94.27 million in discretionary accounts and $177.85 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $915.28 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.29 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Massmutual Trust Co Fsb 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 Massmutual Trust Co Fsb

Michal L. Bobryk has been acting as President since 1 Jan 2000. Mark Wilson Mitchell joined the executive team most recently as the Senior Vice President, Sales And Marketing.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Carol Ann Callahan	Senior vp & trust operations officer	1 Jan 2000	Other	1250223
Michal L. Bobryk	President	1 Jan 2000	Other	4387170
Patricia Ann Futter Lomeli	Director	1 Jan 2000	Other	1969055
Stuart David Meyers	Director	1 Jan 2000	Other	4387171
R. Lyman Wood	Director	1 Jan 2000	Other	4387172
Massachusetts Mutual Life Insurance Company	Parent company	1 Jan 2000	75% - 100%	04-1590850
David Joseph Sheehan	Trust counsel and compliance officer	1 Mar 2001	Other	4387173
Debra L. Anderson	Vice president	1 Mar 2001	Other	4387422
Matthew Evan Winter	Director	1 Mar 2001	Other	2598136
Kennedy Lane	Cfo and controller	1 Mar 2001	Other	4389056
Joseph Daniel Horrigan	Vice president	1 Mar 2001	Other	712444
Sally Fortier Murphy	Secretary	1 Mar 2001	Other	4390457
Mark Wilson Mitchell	Senior vice president, sales and marketing	1 Aug 2002	Other	4110647

Based in Hartford

The principal office where Massmutual Trust Co Fsb performs its advisory services is located at 140 Garden Street, Hartford, CT 06154, 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 860-987-2720 or by fax 860-987-2667. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at www.massmutualtrust.com.