Overview
Assets Under Management: $218 million
Headquarters: BETTENDORF, IA
High-Net-Worth Clients: 3
Average Client Assets: $47 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.23
Average High-Net-Worth Client Assets: $47 million
Total Client Accounts: 1,434
Discretionary Accounts: 1,434
Regulatory Filings
CRD Number: 313543
Filing ID: 1983959
Last Filing Date: 2025-04-29 09:16:00
Website: https://truefp.biz