AMERITRUST INVESTMENT ADVISORS INC

TULSA, Oklahoma·1 registered advisor·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 PlanningInvestment ManagementWealth Management
04

Advisors at AMERITRUST INVESTMENT ADVISORS INC

1 registered advisor
John Harvie Roe
TULSA, Oklahoma
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.