ITRUST ASSET MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$211,938,663
Discretionary
$188,383,118
Non-discretionary
$23,555,545
Firm details
- CRD number
- 164193
- SEC file number
- 801-115048
- Main office
- LEXINGTON, KY, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTPS://WWW.LPL.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.