Public Trust Advisors, LLC

Public Trust Advisors, LLC (CRD# 159189) is a financial advisory firm headquartered in Denver, CO. They manage $42,288,408,095 in 73 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
717 17th Street, Suite 1850, Denver, CO 80202
http://www.publictrustadvisors.com
By the Numbers
  • Total Assets Under Management
    42,288
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $579,293,262
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, LA, MI, NY, OH, TX

Financial Advisors at Public Trust Advisors, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Joseph Carroll, financial advisor Denver CO
Joseph J. Carroll
CRD#: 5555006
717 17th Street, Suite 1850, Denver, CO 80202

Joseph Carroll (CRD# 5555006) is an Investment Advisor Representative working at Public Trust Advisors, LLC in Denver, CO and has over 3 years of experience in the finance industry.

2
Mark Creger, financial advisor Denver CO
Mark J. Creger
CRD#: 2835709
717 17th Street, Suite 1850, Denver, CO 80202

Mark Creger (CRD# 2835709) is an Investment Advisor Representative working at Public Trust Advisors, LLC in Denver, CO and has over 23 years of experience in the finance industry.

3
Cory Gebel, financial advisor Denver CO
Cory R. Gebel
CRD#: 3042866
717 17th Street, Suite 1850, Denver, CO 80202

Cory Gebel (CRD# 3042866) is an Investment Advisor Representative working at Public Trust Advisors, LLC in Denver, CO and has 1 year of experience in the finance industry.

4
Brian Kelso, financial advisor Denver CO
Brian M. Kelso
CRD#: 4744433
717 17th Street, Suite 1850, Denver, CO 80202

Brian Kelso (CRD# 4744433) is an Investment Advisor Representative working at Public Trust Advisors, LLC in Denver, CO and has over 16 years of experience in the finance industry.

5
Benjamin Mendenhall, financial advisor Denver CO
Benjamin P. Mendenhall
CRD#: 5094867
717 17th Street, Suite 1850, Denver, CO 80202

Benjamin Mendenhall (CRD# 5094867) is an Investment Advisor Representative working at Public Trust Advisors, LLC in Denver, CO and has over 14 years of experience in the finance industry.

6
Randy Palomba, financial advisor Denver CO
Randy S. Palomba
CRD#: 703954
717 17th Street, Suite 1850, Denver, CO 80202

Randy Palomba (CRD# 703954) is an Investment Advisor Representative working at Public Trust Advisors, LLC in Denver, CO and has 1 year of experience in the finance industry.

7
Manuel San Luis, financial advisor Denver CO
Manuel N. San Luis
CRD#: 5290705
717 17th Street, Suite 1850, Denver, CO 80202

Manuel San Luis (CRD# 5290705) is an Investment Advisor Representative working at Public Trust Advisors, LLC in Denver, CO and has over 13 years of experience in the finance industry.

8
Othneil Waud, financial advisor Denver CO
Othneil S. Waud
CRD#: 2651342
717 17th Street, Suite 1850, Denver, CO 80202

Othneil Waud (CRD# 2651342) is an Investment Advisor Representative working at Public Trust Advisors, LLC in Denver, CO and has 1 year of experience in the finance industry.

9
Dylana Gross, financial advisor Denver CO
Dylana L. Gross
CRD#: 6673415
717 17th Street, Suite 1850, Denver, CO 80202

Dylana Gross (CRD# 6673415) is an Investment Advisor Representative working at Public Trust Advisors, LLC in Denver, CO and has over 3 years of experience in the finance industry.

10
Brent Turner, financial advisor Denver CO
Brent W. Turner
CRD#: 7123415
717 17th Street, Suite 1850, Denver, CO 80202

Brent Turner (CRD# 7123415) is an Investment Advisor Representative working at Public Trust Advisors, LLC in Denver, CO and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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