Overview
Assets Under Management: $236 million
Headquarters: WEST CHESTER, PA
High-Net-Worth Clients: 56
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.87
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 772
Discretionary Accounts: 768
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 306486
Last Filing Date: 2024-03-25 00:00:00
Website: https://tru-ind.com