Ameritrust Investment Advisors Inc.

Ameritrust Investment Advisors Inc. (CRD# 108589) is a financial advisory firm headquartered in Tulsa, OK. They manage $63,568,314 in 209 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4506 S Harvard Ave, Tulsa, OK 74135
https://argentfinancial.com/subsidiary/ameritrust-investment-advisors
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    209
    ACCOUNTS
  • Average Account Value
    $304,155
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK

Financial Advisors at Ameritrust Investment Advisors Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Kenny Brown, Jr., financial advisor Tulsa OK
Kenny L. Brown, Jr.
CRD#: 6862043
4506 S Harvard Ave, Tulsa, OK 74135

Kenny Brown, Jr. (CRD# 6862043) is an Investment Advisor Representative working at Ameritrust Investment Advisors Inc. in Tulsa, OK and has over 6 years of experience in the finance industry.

2
Ronald Dugan, financial advisor Tulsa OK
Ronald C. Dugan
CRD#: 2859784
4506 S Harvard Ave, Tulsa, OK 74135

Ronald Dugan (CRD# 2859784) is an Investment Advisor Representative working at Ameritrust Investment Advisors Inc. in Tulsa, OK and has over 27 years of experience in the finance industry.

3
Laurie Horton, financial advisor Tulsa OK
Laurie M. Horton
CRD#: 5915520
4506 S Harvard Ave, Tulsa, OK 74135

Laurie Horton (CRD# 5915520) is an Investment Advisor Representative working at Ameritrust Investment Advisors Inc. in Tulsa, OK and has over 11 years of experience in the finance industry.

4
John Roe, financial advisor Tulsa OK
John H. Roe
CRD#: 1224388
4506 S Harvard Ave, Tulsa, OK 74135

John Roe (CRD# 1224388) is an Investment Advisor Representative working at Ameritrust Investment Advisors Inc. in Tulsa, OK and has 1 year of experience in the finance industry.

5
Myles Linhares, financial advisor Tulsa OK
Myles R. Linhares
CRD#: 6579983
4506 S Harvard Ave, Tulsa, OK 74135

Myles Linhares (CRD# 6579983) is an Investment Advisor Representative working at Ameritrust Investment Advisors Inc. in Tulsa, OK and has over 8 years of experience in the finance industry.

6
Jaylon Rodriguez, financial advisor Tulsa OK
Jaylon S. Rodriguez
CRD#: 7799532
4506 S Harvard Ave, Tulsa, OK 74135

Jaylon Rodriguez (CRD# 7799532) is an Investment Advisor Representative working at Ameritrust Investment Advisors Inc. in Tulsa, OK and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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