|
⚲
|
| Public Trust Advisors LLC
✚
| |
|---|---|
| CRD # | 159189 |
| SEC # | 801-72782 |
| CIK # | |
| AUM | $81.1 BB (2024-03-28) |
| Employees | 81 (20% Investors, 0% Brokers) |
| Phone | 855-395-3954 |
| Address | 717 17th Street Denver, CO 80202 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 11 | 67.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 70 | 13.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 82 | 81.1 |
| By Discretionary | ||
| Discretionary | 59 | 68.9 |
| Non-Discretionary | 23 | 12.2 |
| Total | 82 | 81.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 81.1 | |
| Total | 82 | 81.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lincoln Financial Investments Corporation
✚
|
PA | 85.6 |
|
JPMorgan Asset Management Asia Pacific Limited
✚
|
85.5 | |
|
Galliard Capital Management LLC
✚
|
MN | 85.5 |
|
Vanguard Investments Australia Limited
✚
|
83.8 | |
|
Russell Investments Implementation Services LLC
✚
|
WA | 82.7 |
|
Alan D Biller & Associates Inc
✚
|
CA | 82.6 |
|
Nationwide Fund Advisors
✚
|
OH | 78.3 |
|
Taula Capital Management US LLC
✚
|
75.9 | |
|
Taula Capital Management UK LLP
✚
|
75.9 | |
|
Symetra Investment Management Company
✚
|
CT | 74.6 |