Overview
Assets Under Management: $122 million
Headquarters: YARDLEY, PA
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.16
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 258
Discretionary Accounts: 242
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 326625
Last Filing Date: 2024-09-19 00:00:00
Website: https://tru-ind.com