Manuel
San Luis

Public Trust Advisors, LLC

CRD#5290705
Investment Advisor
in Denver, CO

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About this Advisor

Manuel San Luis is a financial advisor working out of Denver, Colorado, with 7 years of relevant experience. San Luis is on the advisory team at Public Trust Advisors, LLC. Throughout their career, San Luis has worked at Fund Services Advisors, Inc, Blx Group, LLC and Public Trust Advisors, LLC. San Luis has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in California and Florida. Public Trust Advisors, LLC is a business operating out of Denver, CO. The company has offices in six locations and a total of 78 advisors. It administers $65 billion in assets under management between its 89 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The advisory firm offers a set of services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees billed by Public Trust Advisors, LLC most likely are comprised of some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

717 17Th Street Suite 1850
Denver, CO 80202

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Public Trust Advisors, LLC Brokerage Details

Total Assets Under Management

$64,938,342,319

CO Average: $2,349,664,866
Total Number of Employees

78

CO Average: 28
Total Number of Accounts

89

CO Average: 1,101
Average Account Size

$729,644,296

CO Average: $2,134,119

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Manuel San Luis Work History

Manuel has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Public Trust Advisors, LLC

2010 - 2016 (6 years)

Blx Group, LLC

2007 - 2015 (8 years)

Fund Services Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Manuel San Luis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Public Trust Advisors, LLC

Dylana Gross
Denver, CO
Robert Shull
Denver, CO
Cory Gebel
Denver, CO
Brent Turner
Denver, CO
Sean Fitzgerald
Denver, CO
Othneil Waud
Denver, CO
Randy Palomba
Denver, CO
Brett Parsons
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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