Overview
Assets Under Management: $170 million
Headquarters: BLOOMINGTON, MN
High-Net-Worth Clients: 50
Average Client Assets: $2.5 million
Frequently Asked Questions
TRUMIX ADVISORS 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 #310222), TRUMIX ADVISORS is subject to fiduciary duty under federal law.
TRUMIX ADVISORS is headquartered in BLOOMINGTON, MN.
TRUMIX ADVISORS serves 50 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, TRUMIX ADVISORS offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
TRUMIX ADVISORS manages $170 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, TRUMIX ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.45%
Average Client Assets: $2.5 million
Total Client Accounts: 714
Discretionary Accounts: 709
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 310222
Filing ID: 2045941
Last Filing Date: 2026-03-17 18:06:57