TRUST & INVESTMENT ADVISORS, INC.
Legal name: TRUST INVESTMENT ADVISORS
CRD #105330 SEC #801-30680 INDIANAPOLIS, IN 317-253-2000
SEC Registered Disclosures
Total AUM
$124.2M
Discretionary
$124.2M
Employees
6
Clients
--
Accounts
285
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $131.5M | $131.5M | $0 | 6 | 0 |
| Mar 2019 | $131.5M | $131.5M | $0 | 6 | 0 |
| Feb 2018 | $157.9M | $157.9M | $0 | 5 | 200 |
| Aug 2017 | $160.1M | $160.1M | $0 | 6 | 200 |
| Feb 2017 | $160.1M | $160.1M | $0 | 6 | 200 |
| Oct 2016 | $154.7M | $154.7M | $0 | 6 | 200 |
| Jun 2016 | $154.7M | $154.7M | $0 | 6 | 200 |
| Apr 2016 | $154.7M | $154.7M | $0 | 6 | 200 |
| Mar 2016 | $154.7M | $154.7M | $0 | 6 | 200 |
| Nov 2015 | $186.3M | $186.3M | $0 | 6 | 200 |
| Aug 2015 | $186.3M | $186.3M | $0 | 6 | 200 |
| Jun 2015 | $186.3M | $186.3M | $0 | 6 | 200 |
| Apr 2015 | $186.3M | $186.3M | $0 | 6 | 200 |
| Jan 2015 | $167.9M | $167.9M | $0 | 6 | 200 |
| Apr 2014 | $167.9M | $167.9M | $0 | 6 | 200 |
| Feb 2014 | $167.9M | $167.9M | $0 | 6 | 200 |
| Mar 2013 | $161.1M | $161.1M | $0 | 6 | 200 |
| Nov 2012 | $135.1M | $135.1M | $0 | 6 | 200 |
| Nov 2012 | $135.1M | $135.1M | $0 | 6 | 200 |
| Oct 2012 | $135.1M | $135.1M | $0 | 6 | 200 |
| May 2012 | $135.1M | $135.1M | $0 | 6 | 200 |
| Apr 2012 | $135.1M | $135.1M | $0 | 6 | 200 |
| Mar 2012 | $135.1M | $135.1M | $0 | 6 | 200 |
| Nov 2011 | $137M | $137M | $0 | 6 | 101 |
| Aug 2011 | $137M | $137M | $0 | 10 | -- |
| Jul 2011 | $137M | $137M | $0 | 10 | -- |
| Mar 2009 | $105.4M | $105.4M | $0 | 10 | -- |
| Mar 2007 | $139.2M | $139.2M | $0 | 10 | -- |
| Jan 2007 | $121.1M | $121.1M | $0 | 10 | -- |
| Apr 2002 | $172.5M | $172.5M | $0 | 10 | -- |
DateMar 2020
Total AUM$131.5M
Discretionary$131.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$131.5M
Discretionary$131.5M
Non-Disc.$0
Employees6
Clients0
DateFeb 2018
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees5
Clients200
DateAug 2017
Total AUM$160.1M
Discretionary$160.1M
Non-Disc.$0
Employees6
Clients200
DateFeb 2017
Total AUM$160.1M
Discretionary$160.1M
Non-Disc.$0
Employees6
Clients200
DateOct 2016
Total AUM$154.7M
Discretionary$154.7M
Non-Disc.$0
Employees6
Clients200
DateJun 2016
Total AUM$154.7M
Discretionary$154.7M
Non-Disc.$0
Employees6
Clients200
DateApr 2016
Total AUM$154.7M
Discretionary$154.7M
Non-Disc.$0
Employees6
Clients200
DateMar 2016
Total AUM$154.7M
Discretionary$154.7M
Non-Disc.$0
Employees6
Clients200
DateNov 2015
Total AUM$186.3M
Discretionary$186.3M
Non-Disc.$0
Employees6
Clients200
DateAug 2015
Total AUM$186.3M
Discretionary$186.3M
Non-Disc.$0
Employees6
Clients200
DateJun 2015
Total AUM$186.3M
Discretionary$186.3M
Non-Disc.$0
Employees6
Clients200
DateApr 2015
Total AUM$186.3M
Discretionary$186.3M
Non-Disc.$0
Employees6
Clients200
DateJan 2015
Total AUM$167.9M
Discretionary$167.9M
Non-Disc.$0
Employees6
Clients200
DateApr 2014
Total AUM$167.9M
Discretionary$167.9M
Non-Disc.$0
Employees6
Clients200
DateFeb 2014
Total AUM$167.9M
Discretionary$167.9M
Non-Disc.$0
Employees6
Clients200
DateMar 2013
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees6
Clients200
DateNov 2012
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees6
Clients200
DateNov 2012
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees6
Clients200
DateOct 2012
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees6
Clients200
DateMay 2012
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees6
Clients200
DateApr 2012
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees6
Clients200
DateNov 2011
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees6
Clients101
DateAug 2011
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees10
Clients--
DateJul 2011
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$172.5M
Discretionary$172.5M
Non-Disc.$0
Employees10
Clients--