Aal Trust Co Fsb (Appleton)

Name: Aal Trust Co Fsb
Address: 125 N Superior St, Appleton, WI, 54911 4728
Telephone: 877-225-8345

Aal Trust Co Fsb is a large advisory firm based in Appleton. It manages $87.06 million of regulatory assets for 296 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, New York, and Texas.

Aal Trust Co Fsb provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Aal Trust Co Fsb: assets under management

The assets under management (AUM) of Aal Trust Co Fsb is $87.06 million. 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 $65.57 million in discretionary accounts and $21.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $437.11 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $147.19 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aal Trust Co Fsb for their services and products based on a percentage of assets under management 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 Aal Trust Co Fsb

James Herman Abitz has been acting as President since 1 Jul 1999. Alan Rutherford Blake joined the executive team most recently as the Vice President & Managing Trust Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Robert Houston	Treasurer	1 May 1998	Other	4365365
Richard Robert Jodarski	President & ceo, director	1 May 1998	Other	815323
Darwin Lee Hintz	Senior vice president, compliance officer & director	1 May 1998	Other	1803384
Woodrow Eugene Eno	Director	1 May 1998	Other	1038576
James Warren Hanson	Director	1 May 1998	Other	4365400
Brian Frederick Kreger	Director	1 May 1998	Other	4365403
Steven Allan Weber	Director	1 May 1998	Other	2772396
Inc. Aal Holdings	Shareholder	1 May 1998	75% - 100%	39-1559396
Randall Erwin Kreuscher	Director	1 May 1999	Other	1991370
James Herman Abitz	Director	1 Jul 1999	Other	3070224
Alan Rutherford Blake	Vice president & managing trust officer	1 May 2001	Other	1107702
Kenneth J Sackmann	Vice president - lending	1 May 2001	Other	4404731

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Aid Association For Lutherans	Shareholder	1 May 1998	75% - 100%	39-0123480

Based in Appleton

The principal office where Aal Trust Co Fsb performs its advisory services is located at 125 N Superior St, Appleton, WI 54911 4728 The mailing address of the firm is P.O. Box 2817, Appleton, WI 54912 2817. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 877-225-8345 or by fax 877-225-8346. The normal business hours are 8:00 a.m to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at aal.org/trust.