Overview
Assets Under Management: $221 million
Headquarters: LOUISVILLE, CO
High-Net-Worth Clients: 522
Average Client Assets: $436,450
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 522
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.42
Average High-Net-Worth Client Assets: $436,450
Total Client Accounts: 662
Discretionary Accounts: 646
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 326716
Last Filing Date: 2024-11-06 00:00:00
Website: https://tru-ind.com