Overview
Assets Under Management: $1.3 billion
Headquarters: BRENTWOOD, TN
High-Net-Worth Clients: 405
Average Client Assets: $2.3 million
Frequently Asked Questions
TRUSTCORE FINANCIAL SERVICES, 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 #106522), TRUSTCORE FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
TRUSTCORE FINANCIAL SERVICES, LLC is headquartered in BRENTWOOD, TN.
TRUSTCORE FINANCIAL SERVICES, LLC serves 405 high-net-worth clients according to their SEC filing dated June 21, 2018. View client details ↓
According to their SEC Form ADV, TRUSTCORE FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
TRUSTCORE FINANCIAL SERVICES, LLC manages $1.3 billion in client assets according to their SEC filing dated June 21, 2018.
According to their SEC Form ADV, TRUSTCORE FINANCIAL SERVICES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 405
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.40%
Average Client Assets: $2.3 million
Total Client Accounts: 5,731
Discretionary Accounts: 4,284
Non-Discretionary Accounts: 1,447
Regulatory Filings
CRD Number: 106522
Filing ID: 1225490
Last Filing Date: 2018-06-21 12:52:00