Investment Management Trust, LLC
Investment Management Trust, LLC (CRD# 129456) is a financial advisory firm headquartered in Fitchburg, MA. They manage $90,640,000 in 206 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Investment Management Trust, LLC
By the Numbers
-
Total Assets Under Management91MILLION
-
Total Number of Accounts206ACCOUNTS
-
Average Account Value$440,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Investment Management Trust, LLC
1
Jj
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.