Trustfirst Inc. is an adviser based in Knoxville. It manages $991 thousand of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005.
Trustfirst provides portfolio management for individuals and small businesses and market timing 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 Trustfirst Inc. is $991 thousand. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Trustfirst Inc. 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.
Donald Owen Taylor has been acting as President since 1 Jul 1995. Jeremy Marshall Nelson joined the executive team most recently as the President.
The principal office where Trustfirst Inc. performs its advisory services is located at 265 Brookview Centre Way, Knoxville, TN 37919, which is also the mailing address of the firm. An additional office of the firm is in Kingsport, TN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 865-583-7390 or by fax 865-583-7398. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at trustfirst.com.