2010 and Prior Newsroom
- Seniors get help steering clear of poor investments
Burbank Daily Review - February 4, 1985
- Professional help with tax forms need not be expensive
Burbank Daily Review - February 11, 1985
- As years go by insurance may be inneccessary cost
Burbank Daily Review - February 18, 1985
- Avoid buying insurance you don't need
Burbank Daily Review - February 25, 1985
- Financial planning is more than investing in real estate
Burbank Daily Review - March 9, 1985
- Eight Barriers that hamper financial planning
Burbank Daily Review - April 3, 1985
CTA was named to Bloomberg Wealth Manager’s Top Wealth Manager List* from 2001 through 2008. During this period CTA was an SEC Registered Investment Advisory firm.
*Disclosure of Methodology Related to 2008 Wealth Manager Survey - For the 2008 survey, Wealth Manager has used virtually the same system for collecting and organizing the data as it has in past years. Firms are ranked by average Assets Under Management (AUM) per client.
Participation - Firms must be registered investment advisors with their own IARD/CRD numbers. Half of their clients must be individuals or high-net-worth individuals as defined by the SEC. The firms are also required to offer financial planning services. Banks, brokers/dealers and trust companies were not eligible.
Formulas - Total AUM - This figure includes discretionary and non-discretionary assets under management as defined by Form ADV, plus various other assets not reported on Form ADV for which firms received a management or advisement fee as of December 31, 2007.
There are also other information related to Client Relationships, Average AUM per client, Minimum Annual Fee per Client/Minimum AUM per Client and Number of Professionals/Number of Support Personnel.