Overview
Assets Under Management: $668 million
Headquarters: FORT WAYNE, IN
High-Net-Worth Clients: 2,754
Average Client Assets: $264,690
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 2,754
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.11
Average High-Net-Worth Client Assets: $264,690
Total Client Accounts: 3,325
Discretionary Accounts: 3,325
Regulatory Filings
CRD Number: 290565
Last Filing Date: 2024-11-20 00:00:00
Website: https://tru-ind.com