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 19 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 20 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 10 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.