Andrew
Hood

Investrust Consulting, LLC

CRD#2092356
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Andrew Hood is a financial advisor based in Oklahoma City, Oklahoma, working with Investrust Consulting, LLC. Andrew has previously held positions at Bank Of Oklahoma, Bosc, Inc, and Investrust Consulting, LLC. Andrew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, Andrew is part of Investrust Consulting, LLC, which operates out of Oklahoma City, Oklahoma. The firm has 9 employees and manages assets totaling $562.7 million. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Investrust Consulting, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

5100 N Classen Boulevard Suite 620
Oklahoma City, OK 73118

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Investrust Consulting, LLC Brokerage Details

Total Assets Under Management

$562,737,100

OK Average: $681,523,814
Total Number of Employees

9

OK Average: 15
Total Number of Accounts

11

OK Average: 642
Average Account Size

$51,157,918

OK Average: $1,061,564

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Andrew Hood Work History

2015 - Present (9 years)

Investrust Consulting, LLC

2013 - 2015 (2 years)

Bosc, Inc

1993 - 2015 (22 years)

Bank Of Oklahoma

Disclosures

Please visit the SEC profile of Andrew Hood 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 Investrust Consulting, LLC

Mark Williams
Oklahoma City, OK
Steven Replogle
Oklahoma City, OK
Daniel Junkin
Oklahoma City, OK
Gregory Baum
Oklahoma City, OK
Shannon Carter
Oklahoma City, OK
Andrew Hood
Oklahoma City, OK

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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