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Building 2ITRUST ASSET MANAGEMENT, LLC

Map pinLEXINGTON, KY
Phone859-425-1222
NotebookSEC #801-115048
Total AUM
$211.9M
Employees
4
Clients
463

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3320 TATES CREEK ROAD
SUITE 100
LEXINGTON
KY 40502
United States
Operating Hours
9:00AM-4:30PM
Monday - Friday
Phone
859-425-1222

ReceiptFinancials

Total AUM
$211.9M
Accounts
462
Discretionary
$188.4M
Accounts
457
Non-Discretionary
$23.6M
Accounts
5

ContactClients

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Individual Clients
407
AUM
$79M
HNW Individual Clients
50
AUM
$107.5M
Pension/Profit Sharing Plan Clients
5
AUM
$23.6M
Charitable Organization Clients
1
AUM
$1.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KYLATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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