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- Custodian
- Ascensus · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-23-2012
- Office Locations
- 1
Office Locations
About Itrust Asset Management, LLC
iTrust Asset Management, LLC is an LPL Financial–affiliated advisory firm serving retail and institutional clients with personalized investment advice and financial planning, supported by broader wealth management capabilities on the LPL platform (including banking/lending, insurance, and tax planning). Investment implementation is ETF-centric and allocation/model oriented. For distribution teams, the LPL Research commentary and podcasts are a notable enablement angle.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM BELTZHOOVER CONNER
Financial Advisor, General Partner, Managing Member
- CRD
- #2158220
- Ownership
- 25% but less than 50%
JOHN FRANCIS GETTLER JR
Managing Member
- CRD
- #1013865
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $188,383,118 | $412,217 |
| Non-Discretionary | $23,555,545 | $4,711,109 |
| Total | $211,938,663 | $458,742 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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