Intrust Brokerage Inc. is an adviser based in Wichita. It manages $11.8 million of regulatory assets for 169 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Kansas, Missouri, Oklahoma, and Texas.
Intrust Brokerage provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Intrust Brokerage Inc. is $11.8 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Intrust Brokerage Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Hugo Herman Ernst has been acting as President since 1 Jun 1997. Jeffery Allan Morris joined the executive team most recently as the Director.
The principal office where Intrust Brokerage Inc. performs its advisory services is located at 105 N Main St, Wichita, KS 67202, which is also the mailing address of the firm. An additional office of the firm is in Topeka, KS. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 316-383-1010 or by fax 316-383-5860. The normal business hours are 8:30 - 5:00 cst on Monday - Friday. You can find more information about the New York firm at www.intrustbrokerage.com.