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 $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.
SEC Current Status | Approved |
Firm CRD# | 159189 |
SEC# | 801-72782 |
Assets Managed by Firm | $64,938,342,319 |
No. of Clients | 89 |
No. of Advisors | 78 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 89 | $64,938,342,319 |
Charitable organizations | Fewer than 5 clients | $15,322,402 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$203,245,721,760 | 6667 | 1061 | |
$116,213,253,377 | 236022 | 874 | |
$63,514,278,950 | 136 | 59 | |
$54,431,410,714 | 101 | 260 | |
$35,141,673,366 | 76213 | 900 |
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