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Itrust Asset Management, LLC

● SEC registered since 2019CRD 164193SEC# 801-115048Lexington, KY
Export (members)
Reg. AUM
$174.3M
Employees
4
Accounts
433
Location
Lexington, KY

Itrust Asset Management, LLC assets under management

Itrust Asset Management, LLC is an investment advisory firm registered with the SEC based in Lexington, KY. The firm has been registered since 2019. It reports $174.3 million in regulatory assets under management and employs 4 people.

Itrust Asset Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
John Francis Gettler ControlManaging Member25-50%2012
Joseph Todd Stricklin ControlManaging Member And Chief Compliance Officer25-50%2012
William Beltzhoover Conner ControlManaging Member25-50%2012

Frequently asked questions

How much does Itrust Asset Management, LLC manage?

Itrust Asset Management, LLC reports $174.3 million in regulatory assets under management on its Form ADV.

How many employees does Itrust Asset Management, LLC have?

Itrust Asset Management, LLC reports 4 employees.

Where is Itrust Asset Management, LLC located?

Itrust Asset Management, LLC is based in Lexington, KY and has been SEC-registered since 2019.

Does Itrust Asset Management, LLC disclose fund performance?

Itrust Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3320 Tates Creek Road, Suite 100, Lexington, KY 40502
Phone859-425-1222
Fax859-425-1221
Office hours9:00a.m.-4:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$140.2M
Non-discretionary$34.1M
Total (RAUM)$174.3M