TRUST INVESTMENT ADVISORS

8440 Woodfield Crossing Blvd
Suite 100
Indianapolis, Indiana 46240
Tel: 317-253-2000

About TRUST INVESTMENT ADVISORS

TRUST INVESTMENT ADVISORS, formally registered with the SEC as TRUST INVESTMENT ADVISORS. The firm was established in 05/06/2020. They have over 1 offices throughout the country.

TRUST INVESTMENT ADVISORS is a Indianapolis, Indiana based Financial Planning firm with nearly $181,949,870 assets under management, offering retirement planning & investment advisory services to 404 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309233
SEC#	801-118875
Assets Managed by Firm	$181,949,870
No. of Clients	404
No. of Advisors	5

Fee Structure

A percentage of AUM
Other (SPECIAL PROJECT FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (SPECIAL PROJECTS SUCH AS TRAINING)

Firm Client Information

	No. of Clients	AUM
Firm Total	404	$181,949,870
Individuals (other than high net worth individuals)	136	$38,798,005
High net worth individuals	40	$132,148,846
Charitable organizations	11	$11,003,019

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