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INVESTMENT MANAGEMENT TRUST, LLC
CRD 129456 · SEC 801-132396
14 OLIVER ST, FITCHBURG, MA, 01420, United States
Phone
978-343-3344
Fax
978-342-2077
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$123.5M
Discretionary AUM
$123.5M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 105 | $33.2M |
| High net worth individuals | 42 | $90.2M |
States served
MA
Official SEC filing: View on IAPD