InvesTrust Consulting

Finance · Oklahoma, United States · 11-50 Employees

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Overview

Headquarters

5100 N Classen Blvd Ste 620, Oklahoma Ci...

Phone Number

(405) 843-7177

Revenue

$5.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About InvesTrust Consulting

InvesTrust Wealth Management specializes in wealth management services aimed at preserving and growing clients' legacies. They offer consulting and investment management, trust administration, and retirement services tailored to individuals, corporations, and non-profits. The firm prides itself on delivering exceptional results through a talented team of professionals dedicated to personalized financial planning. Since 1998, InvesTrust has built a reputation for professionalism and ethical guidance in managing clients' wealth.Explore more
InvesTrust Consulting's Social MediaPopular SearchesInvestrust Consulting LLCInvesTrustInvesTrust IncInvestrust NInvesTrust NASIC Code 62,628NAICS Code 52,523Show more

InvesTrust Consulting Org Chart

DT
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President & Chief Executive Officer

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Vice President

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Vice President

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Branch Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

InvesTrust Consulting

$5.1M
11-50
Private
-
1985
DT
David ThompsonPresident & CEO
$14.1M
51-200
Private
$19M
1999
Tim Cowart, Chief Financial Officer at Ubiquity
Tim CowartChief Financial Officer
$6.8M
11-50
Private
-
1999
DP
Douglas PrutzmanExecutive Vice President
$6.2M
11-50
Private
-
1984
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2007
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

InvesTrust Consulting is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

InvesTrust Consulting is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about InvesTrust Consulting.

InvesTrust Consulting Tech Stack

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Frequently Asked Questions Regarding InvesTrust Consulting

What is InvesTrust Consulting's official website?
InvesTrust Consulting's official website is www.investrustwealthmanagement.com
What is InvesTrust Consulting's Revenue?
InvesTrust Consulting's revenue is $5.1 Million
What is InvesTrust Consulting's SIC code?
InvesTrust Consulting's SIC: 62,628
What is InvesTrust Consulting's NAICS code?
InvesTrust Consulting's NAICS: 52,523
How many employees does InvesTrust Consulting have?
InvesTrust Consulting has 11-50 employees
What industry does InvesTrust Consulting belong to?
InvesTrust Consulting is in the industry of: Finance, Securities Trading
What is InvesTrust Consulting competition?
InvesTrust Consulting top competitors include: Ubiquity, Stockade Wealth Management, Copper Canyon Wealth Management, Portfolio Solutions
What technology does InvesTrust Consulting use?
Some of the popular technologies that InvesTrust Consulting uses are: WordPress.org, PHP, Cloudflare Website Optimization, GoDaddy DNS
How do I contact InvesTrust Consulting?
InvesTrust Consulting contact info: Phone number: (405) 843-7177 Website: www.investrustwealthmanagement.com
What does InvesTrust Consulting do?

InvesTrust Wealth Management specializes in wealth management services aimed at preserving and growing clients' legacies. They offer consulting and investment management, trust administration, and retirement services tailored to individuals, corporations, and non-profits. The firm prides itself on delivering exceptional results through a talented t... eam of professionals dedicated to personalized financial planning. Since 1998, InvesTrust has built a reputation for professionalism and ethical guidance in managing clients' wealth.Read More

What are InvesTrust Consulting social media links?
InvesTrust Consulting Linkedin page InvesTrust Consulting Twitter page InvesTrust Consulting Facebook page
Is InvesTrust Consulting a public company?
InvesTrust Consulting is private company therefore does not currently have an official ticker symbol
See more information about InvesTrust Consulting

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