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AMERITRUST INVESTMENT ADVISORS INC
CRD 108589 · SEC 801-54219
4506 S HARVARD AVE, TULSA, OK, 74135, United States
Phone
918-610-8080
Fax
(918)610-1229
Registration
— (—)
Source
State registered
Total AUM
$52.4M
Discretionary AUM
$52.1M
Team
6 total employees; 6 advisory reps; 30 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; FEES FOR PLANS ARE CALCULATED ON A % OF NET WORTH
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 101 | $12.8M |
| High net worth individuals | 15 | $20.8M |
All web addresses on file
Official SEC filing: View on IAPD