INVESTRUST CONSULTING, LLC

5100 N Classen Boulevard
Suite 620
Oklahoma City, Oklahoma 73118
Tel: 405-843-7046

About INVESTRUST CONSULTING, LLC

INVESTRUST CONSULTING, LLC, formally registered with the SEC as INVESTRUST CONSULTING, LLC. The firm was established in 10/15/1998. They have over 1 offices throughout the country.

INVESTRUST CONSULTING, LLC is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $562,737,100 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108037
SEC#	801-55942
Assets Managed by Firm	$562,737,100
No. of Clients	11
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT-CONSULTING)

Advisory Services Provided

Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (BOOK KEEPING, INVESTMENT CONSULTING SERVICES INCLUDING ASSET ALLOCATION STRATEGY, INVESTMENT OBJECTIVES, PERFORMANCE MEASUREMENT)

Firm Client Information

	No. of Clients	AUM
Firm Total	11	$562,737,100
High net worth individuals	Fewer than 5 clients	$391,248,289
Charitable organizations	8	$158,977,395

More Retirement Planning firms in Oklahoma City, Oklahoma:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAVANAL HILL INVESTMENT MANAGEMENT, INC. One Williams Center, 15th Floor Tulsa, OK, 74172-0172	$11,569,058,289	2265	50
EXCHANGE TRADED CONCEPTS, LLC 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120	$10,174,416,057	84	17
CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$6,272,435,135	6	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue Oklahoma City, OK, 73131	$5,015,687,471	10586	101

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