Public Trust Advisors, LLC

Public Trust Advisors, LLC (CRD# 159189) is a financial advisory firm headquartered in Denver, CO. They manage $15,986,561,502 in 63 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    15,987
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $253,754,944
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

CA, CO, CT, FL, LA, MI, NM, OH, TX

Financial Advisors at Public Trust Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Todd W. Alton
CRD#: 2876968
717 17th Street, Suite 1850, Denver, CO 80202
96
Wealthminder
score

Todd Alton (CRD# 2876968) is an Investment Advisor Representative working at Public Trust Advisors, LLC in Denver, CO and has over 18 years of experience in the finance industry.

2
Mark J. Creger
CRD#: 2835709
717 17th Street, Suite 1850, Denver, CO 80202
93
Wealthminder
score

Mark Creger (CRD# 2835709) is an Investment Advisor Representative working at Public Trust Advisors, LLC in Denver, CO and has over 19 years of experience in the finance industry.

3
Manuel N. San Luis
CRD#: 5290705
717 17th Street, Suite 1850, Denver, CO 80202
93
Wealthminder
score

Manuel San Luis (CRD# 5290705) is an Investment Advisor Representative working at Public Trust Advisors, LLC in Denver, CO and has over 9 years of experience in the finance industry.

4
Randy S. Palomba
CRD#: 703954
717 17th Street, Suite 1850, Denver, CO 80202
90
Wealthminder
score

Randy Palomba (CRD# 703954) is an Investment Advisor Representative working at Public Trust Advisors, LLC in Denver, CO and has 1 year of experience in the finance industry.

5
Othneil S. Waud
CRD#: 2651342
717 17th Street, Suite 1850, Denver, CO 80202
90
Wealthminder
score

Othneil Waud (CRD# 2651342) is an Investment Advisor Representative working at Public Trust Advisors, LLC in Denver, CO and has 1 year of experience in the finance industry.

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