PUBLIC TRUST ADVISORS, LLC
DENVER, CO

PUBLIC TRUST ADVISORS, LLC, Denver

Public Trust provides short-term and intermediate fixed income investment management and advisory services primarily to the institutional public funds marketplace in three simple ways: Customized investment portfolios, bond proceeds, technical analysis, tailored reporting solutions, and treasury management consulting services provided to ensure our clients’ investment objectives and business needs are achieved. Employee owned and independent, the Public Trust team of seasoned investment professionals adopted the firm’s mission statement out of a belief that our actions and our firm’s fundamental foundation point to a higher purpose: “To provide valued and trusted services to our marketplace Our approach, honed from deep expertise servicing long-standing fixed income client relationships, tailors multiple investment options to each distinct marketplace as well as each client’s specific investment goals. Our process is rigorous and establishes pre- and post-trade portfolio compliance; provides complete transparency to the strategy and holdings of all portfolios on a daily basis; and is based on the specific investment guidelines and objectives of each client. This website is being provided for informational purposes only and should not be considered a solicitation or recommendation to buy or sell any securities. Complete information about the services provided by Public Trust Advisors is contained in our Form ADV Part 2A which can be obtained upon request. Public Trust Advisors, LLC is not a chartered bank, trust company, or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority.

KEY FACTS ABOUT PUBLIC TRUST ADVISORS, LLC

Company name
PUBLIC TRUST ADVISORS, LLC
Status
Active
Filed Number
M12000000860
FEI Number
45-3356583
Date of Incorporation
February 14, 2012
Age - 13 years
Home State
CO
Company Type
Foreign Limited Liability

CONTACTS

Website
http://publictrustadvisors.com
Phones
(855) 395-3954
(213) 545-7452
(505) 263-1453
(513) 252-3830
(214) 473-4224
(914) 301-4066
(914) 301-4070
(866) 616-3949

PUBLIC TRUST ADVISORS, LLC NEAR ME

Principal Address
717 17th St.,
Denver,
CO,
80202,
US

See Also

Officers and Directors

The PUBLIC TRUST ADVISORS, LLC managed by the three persons from Denver, Cincinnati on following positions: Dire, Mana

Steve Dixon

Position
Dire Active
From
Denver, CO, 80202

Chris M Debow

Position
Mana Active
From
Cincinnati, OH, 45243

Randy S Palomba

Position
Mana Active
From
Denver, CO, 80202





Registered Agent is cogency global inc.

Address
115 North Calhoun St., Tallahassee, FL, 32301

Events

March 16, 2018
LC STMNT OF RA/RO CHG

Annual Reports

2023
April 14, 2023
2022
April 28, 2022