Overview
Assets Under Management: $290 million
Headquarters: CORAL GABLES, FL
High-Net-Worth Clients: 235
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 235
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.86
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 262
Discretionary Accounts: 260
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 323039
Last Filing Date: 2024-09-06 00:00:00
Website: https://tru-ind.com