Public Trust Advisors, LLC

Public Trust Advisors, LLC (CRD# 159189) is a financial advisory firm headquartered in Denver, CO. They manage $32,765,059,081 in 69 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    32,765
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $474,855,929
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.

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

Financial Advisors at Public Trust Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Joseph J. Carroll
CRD#: 5555006
Denver, CO 80202

Joseph Carroll (CRD# 5555006) is an Investment Advisor Representative working at Public Trust Advisors, LLC in Denver, CO and has over 2 years of experience in the finance industry.

2
Mark J. Creger
CRD#: 2835709
Denver, CO 80202

Mark Creger (CRD# 2835709) is an Investment Advisor Representative working at Public Trust Advisors, LLC in Denver, CO and has over 22 years of experience in the finance industry.

3
Cory R. Gebel
CRD#: 3042866
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
Benjamin P. Mendenhall
CRD#: 5094867
Denver, CO 80202

Benjamin Mendenhall (CRD# 5094867) 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.

5
Randy S. Palomba
CRD#: 703954
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.

6
Manuel N. San Luis
CRD#: 5290705
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 12 years of experience in the finance industry.

7
Othneil S. Waud
CRD#: 2651342
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.

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