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Building 2TRUVESTMENTS CAPITAL LLC

Map pinSARASOTA, FL
Phone(855) 955-1982
NotebookSEC #801-112243
Total AUM
$660.8M
Employees
17
Clients
1,318

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5391 LAKEWOOD RANCH BLVD N
SUITE #303
SARASOTA
FL 34240
United States
Operating Hours
9:00 A.M. - 5:00 P.M
Monday - Friday
Phone
(855) 955-1982
Other Offices
14

ReceiptFinancials

Total AUM
$660.8M
Accounts
2,541
Discretionary
$638.3M
Accounts
2,440
Non-Discretionary
$22.5M
Accounts
101

ContactClients

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Individual Clients
1,199
AUM
$374.3M
HNW Individual Clients
117
AUM
$270.5M
Pooled Vehicle Clients
1
AUM
$6.5M
Pension/Profit Sharing Plan Clients
1
AUM
$9.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLILLANCNHNJNVNYOHPATXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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