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.
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 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.
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.
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.