Intrust Fiduciary Group

Intrust Fiduciary Group (CRD# 154355) is a financial advisory firm headquartered in Austin, TX. They manage $1,734,000,000 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,734
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $52,545,455
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Intrust Fiduciary Group
Showing 1 - 4 of 4 top financial advisors.
1
Michael W. Maresh
CRD#: 3251214
3600 N. Capital Of Texas Hwy, Building B, Suite 150, Austin, TX 78746
93
Wealthminder
score

Michael Maresh (CRD# 3251214) is an Investment Advisor Representative working at Intrust Fiduciary Group in Austin, TX and has over 18 years of experience in the finance industry.

2
Nathan J. Sharp
CRD#: 5332556
3600 N. Capital Of Texas Hwy, Building B, Suite 150, Austin, TX 78746
93
Wealthminder
score

Nathan Sharp (CRD# 5332556) is an Investment Advisor Representative working at Intrust Fiduciary Group in Austin, TX and has over 9 years of experience in the finance industry.

3
Linda L. Yang
CRD#: 5303907
3600 N. Capital Of Texas Hwy, Building B, Suite 150, Austin, TX 78746
93
Wealthminder
score

Linda Yang (CRD# 5303907) is an Investment Advisor Representative working at Intrust Fiduciary Group in Austin, TX and has over 10 years of experience in the finance industry.

4
Verlaine Mac Clements
CRD#: 4544908
3600 N. Capital Of Texas Hwy, Building B, Suite 150, Austin, TX 78746
86
Wealthminder
score

Verlaine Mac Clements (CRD# 4544908) is an Investment Advisor Representative working at Intrust Fiduciary Group in Austin, TX and has over 13 years of experience in the finance industry. Verlaine Mac Clements has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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