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
14 Oliver St, Fitchburg, MA 01420
By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    206
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Investment Management Trust, LLC
Showing 1 - 1 of 1 top financial advisors.
1
JOSEPH G SUITER, financial advisor Fitchburg MA
JOSEPH G SUITER
CRD#: 1334397
14 Oliver St, Fitchburg, MA 01420

Jj

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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