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Building 2INVESTRUST CONSULTING, LLC

Map pinOKLAHOMA CITY, OK
Phone405-843-7046
NotebookSEC #801-55942
Total AUM
$588.2M
Employees
10
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5100 N CLASSEN BOULEVARD
SUITE 620
OKLAHOMA CITY
OK 73118
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
405-843-7046

ReceiptFinancials

Total AUM
$588.2M
Accounts
10
Discretionary
$65M
Accounts
5
Non-Discretionary
$523.2M
Accounts
5

ContactClients

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HNW Individual Clients
1
AUM
$400.3M
Charitable Organization Clients
8
AUM
$187.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
BOOK KEEPING, INVESTMENT CONSULTING SERVICES INCLUDING ASSET ALLOCATION STRATEGY, INVESTMENT OBJECTIVES, PERFORMANCE MEASUREMENT
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER ADVISEMENT-CONSULTING

Shield checkCompliance

Disclosures

None reported

State Registrations
OKTX

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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