INVESTMENT MANAGEMENT TRUST, LLC
CRD #129456 SEC #801-132396 FITCHBURG, MA 978-343-3344
SEC Registered
Total AUM
$106.6M
Discretionary
$106.6M
Employees
1
Clients
0
Accounts
328
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 12, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| POSCO, KENNETH, PAUL | I | MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 12, 2025 REGISTERED
Notice Filings (1)
MA
Address
14 OLIVER STFITCHBURG, MA 01420
United States
Phone: 978-343-3344