Intrust Brokerage Inc. (Wichita)

Name: Intrust Brokerage Inc.
Address: 105 N Main St, Wichita, KS, 67202
Telephone: 316-383-1010

Intrust Brokerage Inc. is an adviser based in Wichita. It manages $11.8 million of regulatory assets for 169 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Kansas, Missouri, Oklahoma, and Texas.

Intrust Brokerage provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Intrust Brokerage: assets under management

The assets under management (AUM) of Intrust Brokerage Inc. is $11.8 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $11.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $69.82 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Intrust Brokerage 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.

Careers at Intrust Brokerage Inc.

Hugo Herman Ernst has been acting as President since 1 Jun 1997. Jeffery Allan Morris joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Hugo Herman Ernst	President	1 Jun 1997	Other	1248171
Susan Kathleen Sullivan	Finop	1 Jun 1997	Other	2890889
Kimberly Jo Klocek	Finop	1 Jun 1997	Other	2894839
Ronald Baldwin	Director	1 Jun 1997	Other	2906863
Intrust Bank Na	National bank	1 Jun 1997	75% - 100%	48-0477525
Michael Richard Mitchell	Options principal/municipal principal	1 Apr 1998	Other	2566310
Alicia Maria Guagliardo	Assistant v.p., compliance officer	1 Jun 2000	Other	2091180
Rodney D. Pitts	Director	1 Aug 2001	Other	4069822
Rodney D. Pitts	President and director	1 Nov 2004	Other	4069822
Thomas Stuart Gangel	Director	1 Nov 2004	Other	4442383
Jeffery Allan Morris	Director	1 Mar 2006	Other	xxx-xx-xxxx

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Intrust Financial Corporation	100% shareholder	1 Jun 1997	75% - 100%	48-0937376

Based in Wichita

The principal office where Intrust Brokerage Inc. performs its advisory services is located at 105 N Main St, Wichita, KS 67202, which is also the mailing address of the firm. An additional office of the firm is in Topeka, KS. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 316-383-1010 or by fax 316-383-5860. The normal business hours are 8:30 - 5:00 cst on Monday - Friday. You can find more information about the New York firm at www.intrustbrokerage.com.