Itrust Asset Management, LLC

Itrust Asset Management, LLC (CRD# 164193) is a financial advisory firm headquartered in Lexington, KY. They manage $176,025,488 in 425 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3320 Tates Creek Road, Suite 100, Lexington, KY 40502
https://www.lpl.com
By the Numbers
  • Total Assets Under Management
    176
    MILLION
  • Total Number of Accounts
    425
    ACCOUNTS
  • Average Account Value
    $414,178
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
Types of Clients
Registered States
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
William Conner, financial advisor Lexington KY
William B. Conner
CRD#: 2158220
3320 Tates Creek Road, Suite 100, Lexington, KY 40502

William Conner (CRD# 2158220) is an Investment Advisor Representative working at Itrust Asset Management, LLC in Lexington, KY and has over 32 years of experience in the finance industry.

2
John Gettler Jr, financial advisor Lexington KY
John F. Gettler Jr
CRD#: 1013865
3320 Tates Creek Road, Suite 100, Lexington, KY 40502

John Gettler Jr (CRD# 1013865) is an Investment Advisor Representative working at Itrust Asset Management, LLC in Lexington, KY and has over 42 years of experience in the finance industry.

3
Joseph Stricklin, financial advisor Lexington KY
Joseph T. Stricklin
CRD#: 2853219
3320 Tates Creek Road, Suite 100, Lexington, KY 40502

Joseph Stricklin (CRD# 2853219) is an Investment Advisor Representative working at Itrust Asset Management, LLC in Lexington, KY and has over 26 years 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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