Itrust Asset Management, LLC

Itrust Asset Management, LLC (CRD# 164193) is a financial advisory firm headquartered in Lexington, KY. They manage $72,699,264 in 291 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    291
    ACCOUNTS
  • Average Account Value
    $249,826
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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.

KY, LA, TX

Financial Advisors at Itrust Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Joseph T. Stricklin
CRD#: 2853219
3320 Tates Creek Road, Suite 100, Lexington, KY 40502
93
Wealthminder
score

Joseph Stricklin (CRD# 2853219) is an Investment Advisor Representative working at Itrust Asset Management, LLC in Lexington, KY and has over 19 years of experience in the finance industry.

2
William B. Conner
CRD#: 2158220
3320 Tates Creek Road, Suite 100, Lexington, KY 40502
83
Wealthminder
score

William Conner (CRD# 2158220) is an Investment Advisor Representative working at Itrust Asset Management, LLC in Lexington, KY and has over 25 years of experience in the finance industry.

3
John F. Gettler Jr
CRD#: 1013865
3320 Tates Creek Road, Suite 100, Lexington, KY 40502
83
Wealthminder
score

John Gettler Jr (CRD# 1013865) is an Investment Advisor Representative working at Itrust Asset Management, LLC in Lexington, KY and has over 35 years of experience in the finance industry.

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