Ameritrust Investment Advisors Inc is an adviser based in Tulsa. It manages $64.35 million of regulatory assets for 430 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas, Kansas, and Oklahoma.
Ameritrust Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ameritrust Investment Advisors Inc is $64.35 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ameritrust Investment Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Harvie Roe has been acting as President since 1 Mar 1997. Peter K Lawton joined the executive team most recently as the Director.
The principal office where Ameritrust Investment Advisors Inc performs its advisory services is located at 4111 S Darlington Ste 450, Tulsa, OK 74135, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (918)610-8080 or by fax (918)610-1229. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.