Investment adviser · CRD 108589
AMERITRUST INVESTMENT ADVISORS INC
Investment adviser filing (IA)
TULSA, OK, United States · Form ADV filed Jun 28, 2012
- Regulatory AUM
- $64.3M Form ADV · Item 5.F
- Client accounts
- 430 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 28, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4111 S DARLINGTON STE 450TULSA, OK, 74135, United States
CRD 108589
Filing source
Form ADV 656885 · Jun 28, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.