Intrust Financial Services, Inc. (Wichita)

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

Intrust Financial Services, Inc. is a large advisory firm based in Wichita. It manages $617.74 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 Financial Services 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 Financial Services: assets under management

The assets under management (AUM) of Intrust Financial Services, Inc. is $617.74 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $617.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $56.16 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Intrust Financial Services, 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 Financial Services, Inc.

Hugo Herman Ernst has been acting as President since 1 Jun 1997. Rodney D. Pitts 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
Cathy Jo Menousek	Muni principal	1 Jun 1997	Other	2129526
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
Phil Owings	Director	1 Jun 1997	Other	2906874
Intrust Bank Na	National bank	1 Jun 1997	75% - 100%	48-0477525
Michael Richard Mitchell	Options principal	1 Apr 1998	Other	2566310
Alicia Maria Guagliardo	Assistant v.p., compliance administrator	1 Jun 2000	Other	2091180
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
Alicia Maria Guagliardo	Chief compliance officer	1 Mar 2004	Other	2091180
Rodney D. Pitts	Director	1 Sep 2004	Other	4069822

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Intrust Financial Corporation	Shareholder	1 May 1971	75% - 100%	48-0937376
Intrust Financial Corporation	100% shareholder	1 Jun 1997	75% - 100%	48-0937376

Based in Wichita

The principal office where Intrust Financial Services, 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 www.intrustbank.com.