Overview
Assets Under Management: $620 million
Headquarters: SAN RAFAEL, CA
High-Net-Worth Clients: 499
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 499
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.82
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 688
Discretionary Accounts: 468
Non-Discretionary Accounts: 220
Regulatory Filings
CRD Number: 311984
Last Filing Date: 2025-01-24 00:00:00
Website: https://tru-ind.com