Auto Club Trust, Fsb (Dearborn)

Auto Club Trust, Fsb is a large advisory firm based in Dearborn. It manages $27 million of regulatory assets for 212 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Florida and Michigan.

Auto Club Trust, Fsb provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Auto Club Trust, Fsb: assets under management

The assets under management (AUM) of Auto Club Trust, Fsb is $27 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $127.36 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Auto Club Trust, Fsb for their services and products based on a percentage of assets under management, hourly charges, 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.

Careers at Auto Club Trust, Fsb

Sean Henry Maloney has been acting as President since 1 Sep 1999. Larry Charles Kreul joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sean Henry Maloney	President/ceo	1 Sep 1999	Other	4050434
Auto Club Insurance Association	Owner	1 Nov 1999	75% - 100%	38-0477270
Inc. Auto Club Services	Owner	1 Nov 1999	Other	38-3380446
Steven Frank Milbeck	Chief compliance officer	1 Oct 2004	Other	5109548
Larry Charles Kreul	Chief compliance officer	1 Oct 2006	Other	275489

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
The Auto Club Group	Owner	1 Feb 1920	75% - 100%	38-3343818

Based in Dearborn

The principal office where Auto Club Trust, Fsb performs its advisory services is located at 1 Auto Club Drive, Dearborn, MI 48126, 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 313-336-4500 or by fax 313-336-4100. The normal business hours are 8:30 - 5:00 on Monday - Friday.