$1,100MM AUM | $5.8MM GDC in Oklahoma City, OK

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Location
Oklahoma City, OK, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$5,800,000.00
# of Accounts
1,200
Avg Client Age
62
Overview

InvesTrust Wealth Management,
is a State chartered Trust Company, a full service retirement savings plan provider, and an investment management firm. We administer in excess of $5 billion on behalf of individuals, families, trusts, corporate entities and charitable organizations.
We are a committed team of investment advisors and trust professionals. Our varied backgrounds and experiences position us to shepherd wealth over the long-term. We have proficiency when it comes to understanding what our clients ask for, and pride ourselves on delivering a best-in-class experience.

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