Overview
Assets Under Management: $724 million
Headquarters: BUFFALO, NY
High-Net-Worth Clients: 145
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 145
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.12
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,265
Discretionary Accounts: 1,159
Non-Discretionary Accounts: 106
Regulatory Filings
CRD Number: 3618
Filing ID: 2007213
Last Filing Date: 2025-08-01 08:51:00
Website: https://trubeewealth.com