firm profile
Trustage Investment Management
Overview
Trustage Investment Management is an SEC registered investment adviser based in Madison, WI, registered since 1983. It reports $39.5B in assets under management across 349 accounts, with 62 employees. It has 21 investment adviser representatives.
- Reported AUM
- $39.5B
- Discretionary
- 93%
- Accounts
- 349
- Average account
- $113M
- Employees
- 62
- Advisory reps
- 21
- Registered since
- 1983
- Jurisdictions
- 50
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Other Fees and Percentage of Assets
Executive officers 3 of 12
- Allen Randolph Cantrell Vice President, Officer, Managing Director - Investments CRD 4353516
- Amy M Cameron Senior Vice President, Senior Managing Director of Investments CRD 6043529
- Eric M Boyd Vice President, Officer, Managing Director - Investments
9 more executive officers, with direct contact details
Advisory reps 3 of 21
- David Nathan Abuaf Registered Rep · Investment Adviser Rep CRD 4582706
- David Richard Bernier Registered Rep · Investment Adviser Rep CRD 1422500
- Brian R Buhrow Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4777160
18 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 5910 Mineral Point Rd
Madison, WI 53705 - County
- Dane
- Metro area
- Madison, WI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 50 jurisdictions
- Website: trustage.com/investment-management
Every state, with registration dates
Similar firms near Madison
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- Baker Tilly Wealth Management, LLCMadison, WI$5.2B AUM
- Madison Asset ManagementMadison, WI$4.9B AUM
- Thompson Investment Management, Inc.Madison, WI$3.1B AUM
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