Fidelity Federal Bank & Trust is a large advisory firm based in West Palm Beach. It manages $107.61 million of regulatory assets for 107 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Florida.
Fidelity Federal Bank & Trust provides portfolio management for individuals and small businesses. 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 Fidelity Federal Bank & Trust is $107.61 million. The firm's AUM has grown by 150% 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 Fidelity Federal Bank & Trust 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.
Joseph Baynard Shearsouse has been acting as President since 1 Jan 1987. William Harmen Sned joined the executive team most recently as the Director.
The principal office where Fidelity Federal Bank & Trust performs its advisory services is located at 218 Datura Street, West Palm Beach, FL 33401, 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 561-659-9965 or by fax 561-659-9909. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.fidelityfederal.com.