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ITRUST ASSET MANAGEMENT, LLC
3320 Tates Creek Road
Suite 100
Lexington, Kentucky 40502
Tel: 859-425-1222
About ITRUST ASSET MANAGEMENT, LLC
ITRUST ASSET MANAGEMENT, LLC, formally registered with the SEC as ITRUST ASSET MANAGEMENT, LLC. The firm was established in 04/23/2019. They have over 1 offices throughout the country.
ITRUST ASSET MANAGEMENT, LLC is a Lexington, Kentucky based Financial Planning firm with nearly $176,025,488 assets under management, offering retirement planning & investment advisory services to 425 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164193 |
| SEC# | 801-115048 |
| Assets Managed by Firm | $176,025,488 |
| No. of Clients | 425 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 425 | $176,025,488 |
| Individuals (other than high net worth individuals) | 386 | $87,338,929 |
| High net worth individuals | 31 | $55,529,692 |
| Pension and profit sharing plans | 7 | $31,714,190 |
| Charitable organizations | 1 | $1,442,677 |
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