Trust Company of America:
A Mid-Size Fee-Based Financial Advisor Custodian

Recently Released!!!
Date Published: December 13, 2018
Summary PowerPoint Deck: 25 Slides

Reference PowerPoint Deck: 77 Slides

Trust Company of America was founded as The Franklin Trust Company in 1972 and is based in Centennial, CO. The firm has gathered 104,000 accounts & $12.0 billion assets under administration. Trust Company of America is led by its Chairman Steve Finn & CEO David Barry. Its web site can be found at

Trust Company of America's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • The Franklin Trust Company Phase
  • Trust Company of America Phase
  • Steve Finn Phase
  • Maturization Phase
Its profile includes the key statistics of the firm, including its number of employees, institutional clients, accounts, assets under administration, revenues, & net profits.

Its profile includes detailed outlines of its core businesses:
  • Fee-Based Financial Advisor Custody
  • Third-Party Administrator Custody
And its profile concludes with the highlights of its organizational structure & ownership.
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