Investment adviser · CRD 136482

ASC TRUST CORPORATION

Investment adviser filing (IA)

HAGATNA, Guam · Form ADV filed Mar 27, 2013

Regulatory AUM
$410M
Form ADV · Item 5.F
Client accounts
522
Accounts, not individual clients
Employees
31
Reported in this filing
Advisory professionals
10
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 27, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Educational seminars

Compensation

Percentage of assets

Principal office

120 FATHER DUENAS AVE., CAPITOL PLAZA, SUITE 110
HAGATNA, 96910, Guam

CRD 136482

Filing source

Form ADV 711785 · Mar 27, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.