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- Custodian
- Interactive Brokers ยท Raymond James
- Clients
- Retail
- Platforms
- MeridianSummit +more
- Established Date
- 05-29-1998
- Office Locations
- 3
Office Locations
About Intrust Advisors, Inc.
InTrust Advisors is a Tampa-based boutique wealth management and financial planning firm serving affluent families, focused on retirement and longevity planning, disciplined investment strategies, and proactive portfolio risk management. The team also offers family office services to help simplify complex estates, including tax optimization, estate administration, and philanthropic support, backed by 25+ years of experience and direct access to senior advisors.
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Owner & Executives
JEFFREY JAY DIERCKS
Chief Compliance Officer, Chief Executive Officer, Founder, President
- CRD
- #4843277
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Wayne A. Corbitt
Managing Director
- CRD
- --
JEFFREY JAY DIERCKS
Chief Compliance Officer, Chief Executive Officer, Founder, President
- CRD
- #4843277
Ridge radial
North momentum
- CRD
- #37054
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,420,892 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,420,892 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,420,892
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,106,356,917 | 12.6% |
| Equity - Exchange | $2,063,443,456 | 23.5% |
| Cash | $3,090,774,879 | 35.2% |
| U.S. Government/Agency | $2,520,035,200 | 28.7% |
| Total | $8,780,610,452 | 100.0% |