AAFMAA Wealth Management Trust LLC

  • Financial Services
  • Fayetteville NC
  • 19 employees
  • Investment Management
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Company Overview

Headquarters
639 Executive Place, Suite 200, Fayetteville NC
Website
aafmaatrust.com
Employees
19
Founded it
2012
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is AAFMAA Wealth Management Trust LLC

AAFMAA Wealth Management Trust LLC is a privately held trust company located in Fayetteville, North Carolina. Employing 19 individuals, the company focuses on providing financial solutions tailored to the unique needs of military families. AAFMAA Wealth Management & Trust LLC offers a variety of financial services, including insurance, investment management, and retirement planning, exclusively to members of the American Armed Forces. Their commitment to personalized service ensures that each client's individual circumstances, goals, and challenges are addressed. A distinguishing feature of AAFMAA is its structure as a not-for-profit association. Without stockholders or shareholders, their primary focus remains serving the military community. Furthermore, all employees are salaried and do not receive compensation based on investment recommendations, ensuring objectivity and prioritizing client interests. AAFMAA operates as a chartered trust company, upholding a fiduciary responsibility to each client. Clients can connect with AAFMAA Wealth Management Trust LLC through their website, aafmaatrust.com.

AAFMAA Wealth Management Trust LLC Industry Tags

Financial Planning
Investment Management
Trust Services
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FAQ

What is the location of AAFMAA Wealth Management Trust LLC's headquarters?
The headquarters of AAFMAA Wealth Management Trust LLC are situated at Fayetteville NC
What is AAFMAA Wealth Management Trust LLC's official website?
The official website of AAFMAA Wealth Management Trust LLC can be found at aafmaatrust.com.
How many employees does AAFMAA Wealth Management Trust LLC currently have?
AAFMAA Wealth Management Trust LLC employs approximately 19+ people
Which industries is AAFMAA Wealth Management Trust LLC primarily operating in?
AAFMAA Wealth Management Trust LLC operates in the following industries: Credit, Finance, Investment Management
What are AAFMAA Wealth Management Trust LLC's industry tags?
AAFMAA Wealth Management Trust LLC's industry tags include: Financial Planning, Investment Management, Trust Services
When was AAFMAA Wealth Management Trust LLC founded?
AAFMAA Wealth Management Trust LLC was founded in 2012.

Employee Directory

Key Employees

Steve Mannell

President

Ian Shannon

Email Automation Specialist

Larry Miller

Relationship Manager

Brittany Benassi

Vice President Financial Planning

Jackie Toops

Content Writer