Gregory Baum is a CFA-designated registered investment advisor at Investrust Consulting, LLC, based in Oklahoma City, OK, with 8 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 8 clients with $540M in assets under management.
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InvesTrust Consulting offers asset management services where they make investment decisions for you. They monitor your account and direct the custodian or third-party manager to place trades when necessary. The fees for these services are not listed in this brochure.
Location
5100 N Classen Boulevard, Suite 620, Oklahoma City, OK, 73118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Investrust Consulting, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.