Country Trust Bank is an investment adviser to an investment company based in Bloomington. It manages $531.91 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.
Country Trust Bank 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.
The assets under management (AUM) of Country Trust Bank is $531.91 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -93% 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 Country Trust Bank 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.
Andrew Thomas Nappi has been acting as President since 1 May 2000. Wade Vernon Harrison joined the executive team most recently as the Executive Officer.
The principal office where Country Trust Bank performs its advisory services is located at 1705 N. Towanda Avenue, Bloomington, IL 61702 2020 The mailing address of the firm is Administrative Services Bldg, Bloomington, IL 61704. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-268-6879 or by fax 309-821-6177. The normal business hours are 8:15am to 4:30pm on Monday - Friday. You can find more information about the New York firm at www.countryinvestment.com.