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Public Trust Advisors, LLC

● SEC registered since 2011CRD 159189SEC# 801-72782Denver, CO
Export (members)
Reg. AUM
$94.21B
Employees
93
Accounts
241
Location
Denver, CO

Public Trust Advisors, LLC assets under management

Public Trust Advisors, LLC is an investment advisory firm registered with the SEC based in Denver, CO. The firm has been registered since 2011. It reports $94.2 billion in regulatory assets under management and employs 93 people.

Public Trust Advisors, LLC owners & executives

32 reported
NameTitleOwnershipSince
Brandon Timothy Swensen ControlChief Investment OfficerUnder 5%2025
Brian Sugrue ControlChief Information OfficerUnder 5%2021
Ian Karsten Voermann ControlCfoUnder 5%2025
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Frequently asked questions

How much does Public Trust Advisors, LLC manage?

Public Trust Advisors, LLC reports $94.2 billion in regulatory assets under management on its Form ADV.

How many employees does Public Trust Advisors, LLC have?

Public Trust Advisors, LLC reports 93 employees.

Where is Public Trust Advisors, LLC located?

Public Trust Advisors, LLC is based in Denver, CO and has been SEC-registered since 2011.

Does Public Trust Advisors, LLC disclose fund performance?

Public Trust Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address717 17th Street, Suite 1850, Denver, CO 80202
Phone855-395-3954
Fax877-311-0220
Office hours7:30 a.m. - 4:00 p.m. Mst
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$89.91B
Non-discretionary$4.3B
Total (RAUM)$94.21B