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).
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Total Assets Under Management176MILLION
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Total Number of Accounts425ACCOUNTS
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Average Account Value$414,178
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
KY, LA, TX
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.
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.
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.