Overview
Assets Under Management: $563 million
Headquarters: OKLAHOMA CITY, OK
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