Edwards Ag Trust Co Fsb is a large advisory firm based in St Louis. It manages $2.57 billion of regulatory assets for 4,821 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arkansas, and 41 other states.
Edwards Ag Trust Co Fsb provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. 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 Edwards Ag Trust Co Fsb is $2.57 billion. The firm's AUM has grown by 263% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Edwards Ag Trust Co Fsb for their services and products based on a percentage of assets under management and fixed fees. 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.
Michael Scafati has been acting as President since 1 Aug 1998. Jeffrey Stewart Kropschot joined the executive team most recently as the Chief Compliance Officer.
The principal office where Edwards Ag Trust Co Fsb performs its advisory services is located at 2 North Jefferson Ave, St Louis, MO 63103, 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 314-955-4200 or by fax 314-955-5099. The normal business hours are 8:00 a.m. to 4:30 p.m. on Monday - Friday.