Overview
Assets Under Management: $123 million
Headquarters: FITCHBURG, MA
High-Net-Worth Clients: 42
Average Client Assets: $2.1 million
Frequently Asked Questions
INVESTMENT MANAGEMENT TRUST, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129456), INVESTMENT MANAGEMENT TRUST, LLC is subject to fiduciary duty under federal law.
INVESTMENT MANAGEMENT TRUST, LLC is headquartered in FITCHBURG, MA.
INVESTMENT MANAGEMENT TRUST, LLC serves 42 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, INVESTMENT MANAGEMENT TRUST, LLC offers financial planning and portfolio management for individuals. View all service details ↓
INVESTMENT MANAGEMENT TRUST, LLC manages $123 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, INVESTMENT MANAGEMENT TRUST, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.09%
Average Client Assets: $2.1 million
Total Client Accounts: 305
Discretionary Accounts: 305
Regulatory Filings
CRD Number: 129456
Filing ID: 2082457
Last Filing Date: 2026-03-25 13:31:27