Ge Financial Trust Company (Phoenix)

Ge Financial Trust Company is an adviser based in Phoenix. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Arizona.

Ge Financial Trust Company provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ge Financial Trust Company 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.

Careers at Ge Financial Trust Company

Michael James Cosgrove has been acting as President since 1 Jan 2002. Bradford Paul Wheeler joined the executive team most recently as the Presdident.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gerard Peter Dipoto	Director, president	1 Feb 1997	Other	1723657
Centurion Capital Group Inc.	Sole shareholder of ge financial trust company	1 Dec 1997	75% - 100%	86-0898056
Ronald Andrew Link	Vice president, cfo	1 Mar 1998	Other	4381656
Bethann Cothard Roberts	Director, chairperson of the board, chief executive officer	1 Jan 2002	Other	4020003
Michael James Cosgrove	Director	1 Jan 2002	Other	2337078
Regina Marie Fink	Vice president & senior counsel	1 May 2002	Other	2032996
Bradford Paul Wheeler	Vice presdident	1 Jul 2002	Other	1776638
Dexter Sage Buck	Chief compliance officer	1 Jan 2003	Other	1824490
Pamela S. Schutz	Director and chairperson of the board	1 Nov 2003	Other	4593790
Bradford Paul Wheeler	Presdident	1 Feb 2004	Other	1776638
Gurinder S. Ahluwalia	Director and chairperson of the board	1 Feb 2004	Other	4783310
Robert Thomas Methven	Director	1 Feb 2004	Other	3004179

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Ge Capital Services	Sole shareholder	1 Dec 1995	75% - 100%	06-1109503
General Electric Company	Sole shareholder	1 Dec 1995	75% - 100%	14-0689340
Ge Capital Corp.	Sole shareholder	1 Nov 1996	75% - 100%	13-1500700
Inc. Ge Financial Assurance Holdings	Sole shareholder	1 Dec 2001	75% - 100%	54-1829180

Based in Phoenix

The principal office where Ge Financial Trust Company performs its advisory services is located at 3200 N. Central Avenue, Phoenix, AZ 85012, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.