Overview
Assets Under Management: $206 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 121
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 121
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.74
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 113
Discretionary Accounts: 113
Regulatory Filings
CRD Number: 330384
Last Filing Date: 2024-09-20 00:00:00
Website: https://tru-ind.com