Exeter Trust Corp is an adviser based in Cabin John. It manages $26 million of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2001.
Exeter Trust Corp provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm also engages as registered investment advisor.
The assets under management (AUM) of Exeter Trust Corp is $26 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% 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 Exeter Trust Corp 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.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Gerald Patrick Price is individuals with 42 clients and $20 million of assets under management. Among the 4 most similar advisory firms, Exeter Trust Corp has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $26 million for 49 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Exeter Trust Corp doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Gerald Patrick Price has been acting as President since 1 Jan 2000. Michelle M Kovaleski joined the executive team most recently as the Vice President.
The principal office where Exeter Trust Corp performs its advisory services is located at 7945 Macarthur Blvd., Suite 218, Cabin John, MD 20818, 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 301-652-1212 or by fax 240-396-6652. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at exetertrust.com.