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INVESTRUST CONSULTING, LLC
Tel: 405-843-7046
5100 N Classen Boulevard Suite 620
Oklahoma City, Oklahoma 73118
INVESTRUST CONSULTING, LLC
INVESTRUST CONSULTING, LLC is a Oklahoma City, Oklahoma based financial advisory firm with nearly $562,737,100 in assets under management and provides investment advisory services for 11 clients. There are currently 9 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops , Other (BOOK KEEPING, INVESTMENT CONSULTING SERVICES INCLUDING ASSET ALLOCATION STRATEGY, INVESTMENT OBJECTIVES, PERFORMANCE MEASUREMENT)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT-CONSULTIN
Firm CRD#:
108037
SEC#:
801-55942
No. of Clients:
11
Assets under Management
$562,737,100
No. of Advisors:
9
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