Overview
Assets Under Management: $109 million
Headquarters: BEND, OR
High-Net-Worth Clients: 2
Average Client Assets: $54 million
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: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.23
Average High-Net-Worth Client Assets: $54 million
Total Client Accounts: 452
Discretionary Accounts: 452
Regulatory Filings
CRD Number: 332426
Filing ID: 2004129
Last Filing Date: 2025-07-16 12:54:00
Website: https://mytruewealthgroup.com