INVESTRUST CONSULTING, LLC - Financial Advisor in Oklahoma, Oklahoma City

Tel: 405-843-7046 5100 N Classen Boulevard Suite 620 Oklahoma City, Oklahoma 73118

About 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

Firm CRD#:

108037

Firm SEC#:

801-55942

Assets Under Management:

$562,737,100

No. of Clients:

No. of Advisors:

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-CONSULTING)

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