Azimuth Trust Management, LLC is a large advisory firm based in New York. It manages $217.98 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2005.
Azimuth Trust Management provides market timing services. 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 Azimuth Trust Management, LLC is $217.98 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Azimuth Trust Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Todd Eugene Petzel has served as the Chief Investment Officer since 1 Jun 2005 and Terence Shealy Meehan is the Chief Executive Officer of Azimuth Trust Management, LLC family office. Edward Walter Piekarski joined the executive team most recently as the Chief Compliance Officer.
The principal office where Azimuth Trust Management, LLC performs its advisory services is located at 989 Avenue Of The Americas, New York, NY 10018, 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 212-366-8700 or by fax 212-366-8701. The normal business hours are 9:00 am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.azimuthtrust.com.