INVESTRUST CONSULTING, LLC

Tel: 405-843-7046

5100 N Classen Boulevard
Suite 620
Oklahoma City, Oklahoma 73118

About INVESTRUST CONSULTING, LLC

INVESTRUST CONSULTING, LLC is a Oklahoma City, Oklahoma based financial advisory firm with nearly $562,737,100 in assets under management and provides investment advisory services for 11 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:		108037
SEC#:		801-55942
Assets under Management:		$562,737,100
No. of Clients:		11
No. of Advisors:		9
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)
Fee Structure:		A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT-CONSULTING)

More Financial Advisor Firms in Oklahoma City, Oklahoma

Financial Advisory Firm	Firm CRD#	SEC#	No. of Clients	No. of Advisors	AUM
BOK FINANCIAL ADVISORS	17530	801-53600	3101	165	$737,556,409
THE ADVISORY RESOURCE GROUP, LLC	290110	801-111999	2310	14	$715,501,519
MELIA WEALTH LLC	145402	801-110485	2225	4	$455,681,209
SCISSORTAIL WEALTH MANAGEMENT, LLC	297761	801-114094	2100	10	$488,486,732
THE LEGACY FINANCIAL GROUP, INC.	135059	801-64293	1608	9	$513,560,986
VISTA INVESTMENT PARTNERS LLC	286014	801-108779	1601	9	$541,021,596
CADENT CAPITAL ADVISORS, LLC	169704	801-78860	1315	12	$651,008,144
WARBURTON CAPITAL MANAGEMENT, LLC	141969	801-78149	1226	7	$701,084,221
CASTLEPOINT WEALTH ADVISORS	205512	801-96254	1009	10	$605,040,407
EVERPAR ADVISORS LLC	326468	801-128638	816	8	$488,511,578
JACKSON HOLE CAPITAL PARTNERS, LLC	285978	801-113252	498	5	$862,109,541
GIBRALTAR CAPITAL MANAGEMENT, INC.	122328	801-66289	376	22	$750,855,822
INVESTRUST CONSULTING, LLC	108037	801-55942	11	9	$562,737,100
ACORN CAPITAL MANAGEMENT	164499	801-110106	9	16	$574,127,168
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.	115220	801-60650	5	6	$825,985,024

Explore More Financial Advisor Firms in Oklahoma City, Oklahoma >>

WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.