Intrust Interim Advisor, Inc. (Wichita)

Name: Intrust Interim Advisor, Inc.
Address: 105 N. Main Street, Wichita, KS, 67202
Telephone: 316-383-1065

Intrust Interim Advisor, Inc. is a large advisory firm based in Wichita. It manages $506.5 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Kansas.

Intrust Interim Advisor provides portfolio management for investment companies 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 Interim Advisor: assets under management

The assets under management (AUM) of Intrust Interim Advisor, Inc. is $506.5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $506.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $46.05 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Intrust Interim Advisor, 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 Interim Advisor, Inc.

Ronald Baldwin has been acting as President since 1 Jun 2001. Hugo Herman Ernst joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Baldwin	Director	1 Jun 2001	Other	2906863
Hugo Herman Ernst	Director	1 Jun 2001	Other	1248171
Thomas Stuart Gangel	President/director	1 Jun 2001	Other	4442383
Alicia Maria Guagliardo	Compliance administrator	1 Jun 2001	Other	2091180
N.A. Intrust Bank	Holding company	1 Jun 2001	75% - 100%	48-0477525

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Intrust Financial Corporation	Shareholder	1 May 1971	75% - 100%	48-0937376

Based in Wichita

The principal office where Intrust Interim Advisor, Inc. performs its advisory services is located at 105 N. Main Street, Wichita, KS 67202 The mailing address of the firm is P.O. Box One, Wichita, KS 67201 5001. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 316-383-1065 or by fax 316-383-5879. The normal business hours are 8:30am to 5:00pm (cst) on Monday - Friday. You can find more information about the New York firm at intrustbank.com.