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Building 2AMERITRUST INVESTMENT ADVISORS INC

Map pinTULSA, OK
Phone(918)610-8080
NotebookSEC #801-54219
Total AUM
$64.3M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4111 S DARLINGTON STE 450
TULSA
OK 74135
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(918)610-8080

ReceiptFinancials

Total AUM
$64.3M
Accounts
430
Discretionary
$64.3M
Accounts
430
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING FEES ARE CALCULATED ON A % OF NET WORTH.

Shield checkCompliance

Disclosures

None reported

State Registrations
ARKSOK

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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