I
$123.5M Total AUM
$123.5M Disc. AUM
-- 3Y CAGR
1 Employees
147 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-26-2005
- Office Locations
- 1
Office Locations
14 Oliver ST Fitchburg MA
About Investment Management Trust, LLC
Investment Management Trust, LLC is a Fitchburg-based RIA. The firm has been operating for 21 years. Managing $123.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$123.5M AVG AUM / ADVISOR
$839.8K AVG AUM / CLIENT
21.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
KENNETH PAUL POSCO
Chief Compliance Officer, Managing Member, Principal
- CRD
- #1334397
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,450,001 | $404,754 |
| Non-Discretionary | $0 | -- |
| Total | $123,450,001 | $404,754 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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