Member Trust Company (Tampa)

Name: Member Trust Company
Address: 950 West Fletcher Avenue, Tampa, FL, 33612
Telephone: 813-246-5211

Member Trust Company is a large advisory firm based in Tampa. It manages $35.46 million of regulatory assets for 2,326 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Florida.

Member Trust Company provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Member Trust Company: assets under management

The assets under management (AUM) of Member Trust Company is $35.46 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $4.15 million in discretionary accounts and $31.3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $78.36 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $13.77 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Member Trust Company 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 Member Trust Company

Thomas Robert Dorety has been acting as President since 1 Apr 2003. Suncoast Schools Federal Credit Union joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Suncoast Schools Federal Credit Union	Owner	1 Apr 2003	50% - 75%	59-029-1451
Cuna Mutual Insurance Society	Owner	1 Apr 2003	25% - 50%	39-023-0590
Thomas E. Walker	President and chief executive officer	1 Apr 2003	Other	4631139
Thomas Robert Dorety	Director	1 Apr 2003	Other	4631142
Edgar Fred Callahan	Director	1 Apr 2003	Other	1668931
John Weldon Henry	Director	1 Apr 2003	Other	1910378
Jonathan Dyckman Rich	Director	1 Apr 2003	Other	4631148
Blaine Eugene Rieke	Director	1 Apr 2003	Other	2198402
Francis Sanford Quinn	Senior vice president	1 Apr 2003	Other	1047942

Based in Tampa

The principal office where Member Trust Company performs its advisory services is located at 950 West Fletcher Avenue, Tampa, FL 33612, 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 813-246-5211 or by fax 813-908-0753. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.memberstrust.com.