Overview
Assets Under Management: $142 million
Headquarters: CONWAY, AR
High-Net-Worth Clients: 38
Average Client Assets: $1.7 million
Frequently Asked Questions
TRUTORO 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 #169291), TRUTORO is subject to fiduciary duty under federal law.
TRUTORO is headquartered in CONWAY, AR.
TRUTORO serves 38 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, TRUTORO offers financial planning and portfolio management for individuals. View all service details ↓
TRUTORO manages $142 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, TRUTORO serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.66%
Average Client Assets: $1.7 million
Total Client Accounts: 1,428
Discretionary Accounts: 1,416
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 169291
Filing ID: 2050882
Last Filing Date: 2026-03-31 09:26:10