Investrust Consulting, LLC

Assets Under Management

$544.1M

Number of Clients

8

Number of Advisors

7

Average Client AUM

$68.0M

AUM per Advisor

$77.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

InvesTrust Consulting, LLC offers customized investment advisory services to foundations, endowments, pension plans, trusts, high-net-worth individuals, insurance companies, and corporations. Services include investment consulting, asset management, and retirement plan consulting. They provide advice on a discretionary and non-discretionary basis.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net WorthCharitable Giving
Loading...
Location

5100 N Classen Boulevard, Suite 620, Oklahoma City, OK, 73118

7 Advisors at this firm