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PUBLIC TRUST ADVISORS, LLC

717 17th Street
Suite 1850
Denver, Colorado 80202
Tel: 855-395-3954

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About PUBLIC TRUST ADVISORS, LLC

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 $64,938,342,319 assets under management, offering retirement planning & investment advisory services to 89 clients. The firm is staffed with 78 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#159189
SEC# 801-72782
Assets Managed by Firm $64,938,342,319
No. of Clients 89
No. of Advisors 78

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other(CONSULTING FEES)

Advisory Services Provided

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total89$64,938,342,319
Charitable organizationsFewer than 5 clients$15,322,402
Inquire with PUBLIC TRUST ADVISORS, LLC

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