Public Trust Advisors, LLC
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Overview
Public Trust Advisors, LLC is an advisory firm located in Denver, Colorado. The firm administers $64.9 billion in total assets throughout 89 accounts, making it one of the biggest investment advisory firms in the United States by assets under management (AUM). Public Trust Advisors, LLC has an average-sized team, including 16 financial advisors. Public Trust Advisors, LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like equities, options and bonds.
Public Trust Advisors, LLC administers more than half of the firm's accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor makes transaction judgments for the client's account without requiring client authorization. The firm also administers 27 non-discretionary accounts with a total of $4.4 billion in assets under management. The company administers roughly $729.6 million for each client account. The average advisor at Public Trust Advisors, LLC manages about six client accounts, making it one of the more personalized advisor firms in the country.
The firm's central office is located at 717 17Th Street, Denver, Colorado 80202. It is legally registered to serve investors throughout 9 states, including Arizona, California, Colorado, Florida, Louisiana, Michigan, New York, Ohio and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Public Trust Advisors, LLC by the Numbers
$64.9 billion
78
89
$729.6 million
Fee Structure
Fees charged by financial advisors typically are based on the financial services provided. However, fee types billed by the firm likely include some combination of the following fee types: asset-based, fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
Public Trust Advisors, LLC caters to pooled investment vehicles and state or municipal government entities. Out of its 89 accounts, Public Trust Advisors, LLC's largest client group is state or municipal government entities. None of the company's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Public Trust Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Public Trust Advisors, LLC
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
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