Pell Rudman Trust Company, N.A. is an adviser based in Boston. It manages $16.43 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.
Pell Rudman Trust Company, N.A provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pell Rudman Trust Company, N.A. is $16.43 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Pell Rudman Trust Company, N.A. 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.
Jeffrey Scott Thomas has served as the Chief Investment Officer since 1 Mar 2001. Lawrence Anthony Walpole joined the executive team most recently as the Managing Director Operations.
The principal office where Pell Rudman Trust Company, N.A. performs its advisory services is located at 100 Federal Street, Boston, MA 02110, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 617-357-9600 or by fax 617-357-9602. The normal business hours are 9:00a.m.-5:00p.m. on Monday - Friday.