Sign in Sign up for free

Investors Trust Inc (Dallas)


Investors Trust Inc is a large advisory firm based in Dallas. It manages $854.1 million of regulatory assets for 187 client accounts. It has been registered with the SEC as an adviser since 2001.

Investors Trust provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investors Trust: assets under management

The assets under management (AUM) of Investors Trust Inc is $854.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $854.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.57 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Investors Trust 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.

Based in Dallas

The principal office where Investors Trust Inc performs its advisory services is located at 9220 Restland Rd, Dallas, TX 75243 The mailing address of the firm is P.O. Box 829000, Dallas, TX 75382 9000. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-238-7111 or by fax 972-238-9856. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.


Registered investment advisers similar to Investors Trust Inc