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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 $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.

Firm Information

SEC Current StatusApproved
Firm CRD#159189
SEC#801-72782
Assets Managed by Firm$81,139,239,094
No. of Clients82
No. of Advisors81

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (CONSULTING FEES)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (CONSULTING)

Firm Client Information

No. of ClientsAUM
Firm Total82$81,139,239,094

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