Mark
Creger

Public Trust Advisors, LLC

CRD#2835709
Investment Advisor
in Denver, CO

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About this Advisor

Mark Creger is a financial advisor based in Denver, Colorado, working with Public Trust Advisors, LLC. Mark has previously held positions at Public Trust Advisors, LLC, Fund Services Advisors, Inc, and Blx Group, LLC. Mark has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Florida. Currently, Mark is part of Public Trust Advisors, LLC, which operates out of Denver, Colorado. The firm has 5 offices and 81 employees. The firm manages assets totaling $81.1 billion. The services offered by the firm include portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Public Trust Advisors, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66

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

$81,139,239,094

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

81

CO Average: 28
Total Number of Accounts

82

CO Average: 1,101
Average Account Size

$989,502,916

CO Average: $2,134,119

Investment Advisory Services

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

Mark Creger Work History

2016 - Present (8 years)

Public Trust Advisors, LLC

2006 - 2016 (10 years)

Fund Services Advisors, Inc

2006 - 2016 (10 years)

Blx Group, LLC

Disclosures

Please visit the SEC profile of Mark Creger 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

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

The content in this profile was updated by SmartAsset on 6/19/2024. 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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