Overview
Assets Under Management: $150 million
Headquarters: LAKE ZURICH, IL
High-Net-Worth Clients: 41
Average Client Assets: $4 million
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