Overview
Assets Under Management: $642 million
Headquarters: MANHATTAN BEACH, CA
High-Net-Worth Clients: 503
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 503
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.99
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 870
Discretionary Accounts: 870
Regulatory Filings
CRD Number: 305552
Last Filing Date: 2024-11-06 00:00:00
Website: https://tru-ind.com