717 17th Street
Suite 1850
Denver, Colorado 80202
Tel: 855-395-3954
PUBLIC TRUST ADVISORS, LLC, formally registered with the SEC as PUBLIC TRUST ADVISORS, LLC. The firm was established in 10/13/2011. They have over 7 offices throughout the country.
PUBLIC TRUST ADVISORS, LLC is a Denver, Colorado based Financial Planning firm with nearly $81,139,239,094 assets under management, offering retirement planning & investment advisory services to 82 clients. The firm is staffed with 81 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 159189 |
SEC# | 801-72782 |
Assets Managed by Firm | $81,139,239,094 |
No. of Clients | 82 |
No. of Advisors | 81 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 82 | $81,139,239,094 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$239,345,489,058 | 6602 | 978 | |
$134,279,160,181 | 188739 | 766 | |
$65,938,129,807 | 135 | 60 | |
$64,880,528,684 | 154 | 305 | |
$45,350,198,548 | 86945 | 1020 |
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