Overview
Assets Under Management: $224 million
Headquarters: TALLAHASSEE, FL
High-Net-Worth Clients: 63
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.42
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 861
Discretionary Accounts: 861
Regulatory Filings
CRD Number: 308286
Last Filing Date: 2024-08-23 00:00:00
Website: https://tru-ind.com