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INTRUA FINANCIAL
HOUSTON, TX
713-355-9910
SEC #801-106767Total AUM
$1.7B
Employees
53Clients
3,380Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3737 BUFFALO SPEEDWAY
SUITE 400
HOUSTON
TX 77098
United States
SUITE 400
HOUSTON
TX 77098
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
713-355-9910
Other Offices
26
Financials
Total AUM
$1.7B
Accounts
7,272Discretionary
$1.4B
Accounts
5,351Non-Discretionary
$390.5M
Accounts
1,921
Clients
Individual Clients
2,937AUM
$757.5M
HNW Individual Clients
410AUM
$942.1M
Pension/Profit Sharing Plan Clients
2AUM
$5M
Charitable Organization Clients
10AUM
$19.4M
Corporation or Business Clients
21AUM
$23.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Felony Charge
State Registrations
ALARAZCACODCDEFLGAILKSKYLAMDMIMNMOMSNCNJNMNYOHOKORPASCTNTXVAWAWI
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.