Assets Under Management
$256.3B
Number of Clients
5,033
Number of Advisors
555
Average Client AUM
$50.9M
AUM per Advisor
$461.9M
Compensation
Fee-Only (AUM)
FTA offers portfolio services to UITs, advisory services to open-end funds (OEFs), ETFs, CEFs, and variable annuity sub-account investment funds (VITs). It also provides advisory and sub-advisory services to individuals and institutions through separately managed accounts (SMAs), non-discretionary model portfolios, and private funds. Services are tailored to client needs, with potential investment restrictions.
120 E. Liberty Drive, Suite 400, Wheaton, IL, 60187