Investment Management Trust, LLC

RIASEC RegisteredEst. 2025
Total AUM
$123M
Discretionary
$123M
100% of AUM
Avg account
$405K
Accounts
305
Employees
1
Advisory reps
1

Firm details

Headquarters
Fitchburg, Massachusetts
CRD number
129456
Registered since
April 14, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI73.09%
  • Individuals26.91%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Investment Management Trust, LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm is SEC-registered (2025) and charges clients on a percentage-of-AUM fee basis. Its stated client focus is individuals and families, and its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not a pension consultant, and is not set up as a multi-state or related adviser; it also does not operate as a separate capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 62%, Public Funds/Mutual Funds 34%, Cash & Cash Equivalents 4%62%
  • Exchange Traded Equities62%
  • Public Funds/Mutual Funds34%
  • Cash & Cash Equivalents4%

Contacts

1 of 1

  • Kenneth Posco

    Self EmployedCRD 1334397

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fitchburg, MA

Worcester

Location

Fitchburg, MA

Headquartered in Fitchburg, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Worcester
Address
14 Oliver St
Time zone
ET (UTC-5)
Office locations

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