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| Happy Holidays!! thanks for using AUM13F!! |
| Public Trust Advisors LLC
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|---|---|
| CRD # | 159189 |
| SEC # | 801-72782 |
| CIK # | |
| AUM | $94.2 B (2025-07-14) |
| Employees | 93 (14% Investors, 14% Brokers) |
| Phone | 855-395-3954 |
| Address | 717 17th Street Denver, CO 80202 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 12 | 80.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 74 | 14.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 241 | 94.2 |
| By Discretionary | ||
| Discretionary | 185 | 89.9 |
| Non-Discretionary | 56 | 4.3 |
| Total | 241 | 94.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 94.2 | |
| Total | 241 | 94.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lincoln Financial Investments Corporation
✚
|
PA | 95.9 |
|
AST Investment Services Inc
✚
|
CT | 93.5 |
|
Vanguard Investments Australia Limited
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|
92.4 | |
|
BAM Credit and Insurance Solutions Advisor LLC
✚
|
NY | 92.2 |
|
Blackstone Credit BDC Advisors LLC
✚
|
NY | 84.8 |
|
van Eck Associates Corporation
✚
|
NY | 83.5 |
|
WisdomTree Asset Management Inc
✚
|
NY | 81.7 |
|
Galliard Capital Management LLC
✚
|
MN | 80.4 |
|
Flexpath Strategies LLC
✚
|
CA | 79.9 |
|
Russell Investments Implementation Services LLC
✚
|
WA | 79.7 |