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AMERITRUST INVESTMENT ADVISORS INC
AMERITRUST INVESTMENT ADVISORS INC
TULSA, Oklahoma
·
1 registered advisor
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CRD# 108589
SEC# 801-54219
(918)610-8080
01
Firm Overview
AUM
$64M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FINANCIAL PLANNING FEES ARE CALCULATED ON A % OF NET WORTH.
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at AMERITRUST INVESTMENT ADVISORS INC
1 registered advisor
John Harvie Roe
TULSA, Oklahoma
CRD# 1224388
05
Office Locations
TULSA, Oklahoma
1 advisor
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Data sourced from SEC Form ADV filings. AMERITRUST INVESTMENT ADVISORS INC (CRD# 108589) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.