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ITRUST ASSET MANAGEMENT, LLC
CRD 164193 · SEC 801-115048
3320 TATES CREEK ROAD, SUITE 100, LEXINGTON, KY, 40502, United States
Phone
859-425-1222
Fax
859-425-1221
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$211.9M
Discretionary AUM
$188.4M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 407 | $79.0M |
| High net worth individuals | 50 | $107.5M |
| Pension/profit sharing plans | 5 | $23.6M |
| Charitable organizations | 1 | $1.8M |
States served
KY, LA, TX
All web addresses on file
Official SEC filing: View on IAPD