Overview
Assets Under Management: $150 million
Headquarters: LAKE ZURICH, IL
High-Net-Worth Clients: 41
Average Client Assets: $4 million
Frequently Asked Questions
TRUEMAN BROWN, LLC 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 #141602), TRUEMAN BROWN, LLC is subject to fiduciary duty under federal law.
TRUEMAN BROWN, LLC is headquartered in LAKE ZURICH, IL.
TRUEMAN BROWN, LLC serves 41 high-net-worth clients according to their SEC filing dated August 14, 2024. View client details ↓
According to their SEC Form ADV, TRUEMAN BROWN, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
TRUEMAN BROWN, LLC manages $150 million in client assets according to their SEC filing dated August 14, 2024.
According to their SEC Form ADV, TRUEMAN BROWN, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.15
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 365
Discretionary Accounts: 364
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 141602
Last Filing Date: 2024-08-14 00:00:00
Website: https://truemanbrown.com