Overview
Assets Under Management: $244 million
Headquarters: GREENWOOD, IN
High-Net-Worth Clients: 61
Average Client Assets: $2.3 million
Frequently Asked Questions
TREYBOURNE WEALTH PLANNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122730), TREYBOURNE WEALTH PLANNERS is subject to fiduciary duty under federal law.
TREYBOURNE WEALTH PLANNERS is headquartered in GREENWOOD, IN.
TREYBOURNE WEALTH PLANNERS serves 61 high-net-worth clients according to their SEC filing dated March 23, 2018. View client details ↓
According to their SEC Form ADV, TREYBOURNE WEALTH PLANNERS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
TREYBOURNE WEALTH PLANNERS manages $244 million in client assets according to their SEC filing dated March 23, 2018.
According to their SEC Form ADV, TREYBOURNE WEALTH PLANNERS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.02%
Average Client Assets: $2.3 million
Total Client Accounts: 978
Discretionary Accounts: 949
Non-Discretionary Accounts: 29
Regulatory Filings
CRD Number: 122730
Filing ID: 1188469
Last Filing Date: 2018-03-23 12:33:00