Tech stack
No one at Itrust Asset Management, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
LPL Financial
Per Form ADV · $122M held · filed Aug 2024
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Ascensus Broker Dealer Services, LLC
Per Form ADV · $20M held · filed Aug 2024