Overview
Assets Under Management: $563 million
Headquarters: OKLAHOMA CITY, OK
Frequently Asked Questions
INVESTRUST CONSULTING, 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 #108037), INVESTRUST CONSULTING, LLC is subject to fiduciary duty under federal law.
INVESTRUST CONSULTING, LLC is headquartered in OKLAHOMA CITY, OK.
According to their SEC Form ADV, INVESTRUST CONSULTING, LLC offers portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
INVESTRUST CONSULTING, LLC manages $563 million in client assets according to their SEC filing dated March 14, 2024.
According to their SEC Form ADV, INVESTRUST CONSULTING, LLC serves institutional clients and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.60
Total Client Accounts: 11
Discretionary Accounts: 4
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 108037
Last Filing Date: 2024-03-14 00:00:00
Website: https://investrust.com