Exeter Trust Corp (Cabin John)
Exeter Trust Corp Is an Adviser Based in Cabin John. It Manages $26 Million of Regulatory Assets for 49 Client Accounts. It Has Been Registered with the Sec as...
Exeter Trust Corp is an adviser based in Cabin John. It manages $26 million of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2001.
Exeter Trust Corp provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm also engages as registered investment advisor.
Exeter Trust Corp: assets under management
The assets under management (AUM) of Exeter Trust Corp is $26 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $530.61 thousand each.
Exeter Trust Corp has custody of $26 million in cash and securities for 49 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in non-exchange traded securities the most. They account for 85% of the total AUM. The second-largest asset type is exchange traded securities, which make up 6% of the firm’s portfolio. Investments in cash and cash equivalents form 5% of the total invested assets.
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